Brian Murphy is a CFA-designated registered investment advisor at Pariveda Investment Management, based in Mountain View, CA, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $200K | 0.85% |
| $200K - $500K | 0.65% |
| $500K+ | 0.65% |
Fees are negotiable based on client circumstances.
Fee Estimator
Location
2483 Old Middlefield Way, Suite 210, Mountain View, CA, 94043
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian is the CEO of Kivalia, Inc., an online investment resource, dedicating about half of his time to the role, with a few hours per week during trading hours for investment research. Brian may also provide management and business consulting services to third parties, though this would represent less than half of his time.
Employment History
Current Registrations
Pariveda Investment Management
Previous Registrations
Mainstay Capital Management, LLC
State Registrations2 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.