Julie Murphy
Julie Murphy is a CFP, ChFC-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Chicago, IL, with 30 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,550 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Wealth Management offers investment management services. The maximum annual advisory fee is 2.50%, but the actual fee will depend on the complexity of your situation. Fees are deducted from your account quarterly. Sequoia Wealth may recommend third-party money managers through platforms like LPL or AssetMark, with maximum fees described in the brochure. The firm also uses LPL-sponsored programs with fees up to 3.00%, except for the Guided Wealth Portfolios Program, which charges 1.00%.
Location
1017 West Washington, Suite 3 E, Chicago, IL, 60607
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Regulatory History (1)
Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Julie operates under several DBAs for her LPL business and Sequoia Wealth Management, providing financial plans and investment advice. She also engages in non-variable insurance activities through Sequoia Financial Network and owns rental real estate, dedicating varying amounts of time to each activity.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Jmc Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.