Murphy & Sylvest
Assets Under Management
$379.0M
Number of Clients
415
Number of Advisors
6
Average Client AUM
$913K
AUM per Advisor
$63.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Murphy & Sylvest provides ongoing portfolio management based on client goals and risk tolerance, creating Investment Policy Statements. They also offer financial planning in areas like retirement, risk management, education, estate, and tax planning. Services are tailored to each client's situation, with investment strategies including strategic asset allocation.
Fee Structure
Investment supervisory fees are a maximum of 1.25% annually, negotiable based on client needs and complexity. Financial planning fees range from $500 to $24,000, depending on the situation's complexity. Project-based fees are negotiated in advance. Fees are paid quarterly in arrears for investment management and in advance for financial planning. There is no account minimum.
Areas of Practice
Location
13760 Noel Road, Suite 300, Dallas, TX, 75240