Murphy Wealth Management Group Fees & Minimum

Overview

Headquarters: Fishkill, NY
Total Firm Assets: $252 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-01-06) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.00%
$500,001	$700,000	1.25%
$700,001	$1,200,000	1.10%
$1,200,001	$2,000,000	0.95%
$2,000,001	$3,000,000	0.85%
$3,000,001	$5,000,000	0.70%
$5,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,800	1.58%
$5 million	$48,100	0.96%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 61.24%
Number of High-Net-Worth Clients: 80
Total Client Accounts: 860
Discretionary Accounts: 860

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 277161

FORM ADV PART 2A (2026-01-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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