Mwm Advisory Group, LLC
Assets Under Management
$21.0M
Number of Clients
135
Number of Advisors
1
Average Client AUM
$156K
AUM per Advisor
$21.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Joseph R Murphy is an Investment Adviser Representative with MWM Advisory Group, LLC. He also has an ownership interest in Murphy Wealth Management, a licensed insurance agency, and is a separately licensed independent insurance agent. He may earn commissions from insurance product transactions.
Fee Structure
Joseph R Murphy may receive commissions from insurance products sold through Murphy Wealth Management. These commissions are separate from the advisory fees paid to MWM Advisory Group, LLC. This presents a conflict of interest, as Mr. Murphy may have an incentive to recommend insurance products for the purpose of generating commissions. However, clients are not obligated to purchase insurance products through him.
Areas of Practice
Location
332 W. Us Hwy 30, Suite B, Valparaiso, IN, 46385