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Murray Financial Advisors
MURRAY FINANCIAL ADVISORS LLC is a state-registered investment adviser in TYNGSBORO, MA. The firm manages approximately $65 million in regulatory assets.
Murray Financial Advisors
MURRAY FINANCIAL ADVISORS LLC is a state-registered investment adviser in TYNGSBORO, MA. The firm manages approximately $65 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
Does Murray Financial Advisors operate as a fiduciary?
As a registered investment adviser in the United States, the firm is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary to its advisory clients. This requires placing client interests ahead of the firm's own in all matters, including fee structures and investment selection. The duty applies regardless of whether the firm's specific Form ADV disclosures are publicly available for review.
How is the firm compensated for its advisory services?
Without access to the firm's Form ADV Part 2A, the precise compensation arrangement cannot be known. Standard models for RIAs include a percentage of assets under management, fixed annual retainers, hourly fees, and subscription-based planning fees. The firm's legal structure prohibits undisclosed conflicted compensation such as commissions or revenue sharing without client acknowledgment that waives its fiduciary standing for those transactions.
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