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How does the advisor help clients – Key Takeaways:
T.M. Murphy Investment Management, Inc. is a top-rated financial firm that provides expert guidance and management services to individual and institutional clients. With years of experience and a team of highly qualified advisors, they offer personalized solutions to help their clients reach their financial goals.
Facts and Insights
As one of the leading financial firms in the industry, T.M. Murphy Investment Management, Inc. has a solid track record of success. Here are some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20 years |
Financial Services Offered
T.M. Murphy Investment Management, Inc. offers a wide range of financial services to meet the diverse needs of their clients. Some of their core services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
Client Types
The firm serves both individual and institutional clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Pension and profit-sharing plans
Fees & Compensation
T.M. Murphy Investment Management, Inc. operates on a fee-only basis, meaning they do not earn commissions for recommending specific investments or products. This allows them to work in the best interests of their clients without any conflicts of interest.
The firm’s fees are based on a percentage of assets under management, which incentivizes them to help their clients grow their investments.
Background
T.M. Murphy Investment Management, Inc. was founded 20 years ago by T.M. Murphy, a highly experienced financial advisor with a passion for helping individuals and institutions achieve financial success. The firm is headquartered in the heart of the financial district and has expanded to serve clients nationwide.
Financial Advisor Disclosures to Know
As a registered investment advisor, T.M. Murphy Investment Management, Inc. has a fiduciary duty to act in the best interests of their clients. This means they are held to a higher standard of care than brokers or insurance agents.
The firm also has a clean disciplinary record and discloses all pertinent information on their Form ADV, which is available for public viewing.