Jmc Wealth
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
JMC Wealth Management, Inc. offers financial planning services. Julie M. Murphy, the firm's owner, is also a registered representative with LPL Financial, offering additional advisory services through them. Financial planning is independent of product implementation, and clients are not obligated to use recommendations.
Fee Structure
JMC Wealth offers financial planning services with fees ranging from $500 to $25,000, depending on the breadth and complexity of the plan. These fees are payable upon presentation of the plan. The firm requires that the underlying assets to be analyzed for a financial plan be at least $100,000. Julie Murphy may receive commissions and/ or 12(b)-1 fees in her capacity as a registered representative and advisory representative of LPL Financial.
Areas of Practice
Location
1017 West Washington Blvd., Suite 3E and Suite 3H, Chicago, IL, 60607-2107