Julie Marie Murphy

CFP · ChFC

30 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners

Sequoia Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,550 clients

Average Client Portfolio

$332K average

Assets Under Management

$514.3M

Fee Structure

Minimum Investment:$100K

Location

1017 West Washington, Suite 3 E, Chicago, IL, 60607

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History

Regulatory History (1)

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Customer Dispute

June 2011

Denied

View Full SEC Report How to Read Disclosures

Other 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.