SM
CFA
SM
CFA

Stephen Murray

17 Years of Experience
Manchester, NH

Stephen Murray is a CFA-designated registered investment advisor at Eldridge Investment Advisors INC, based in Manchester, NH, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 681 clients with $790M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
681 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$790.9M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

All advisory fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

686 Chestnut St, Manchester, NH, 03104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Eldridge Investment Advisors INC
March 2016 - Present · 10 yrs 1 mo
Previous Registrations
Harvest Capital Management INC
May 2008 - August 2015 · 7 yrs 3 mos
State Registrations1 state
NH
Advisor

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.

Exams
No exam information available for this advisor.
Stephen Murray - Financial Advisor | TrueAdvisor