Nicholas Murphy is a CFP-designated registered investment advisor at Counterweight Private Wealth, based in Wilmington, NC, with 23 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 81 clients with $170M 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 $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Contact
Nicholas Murphy
Location
404 N. 3rd Street, Suite 107, Wilmington, NC, 28401
Get directionsHistory
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
Nicholas serves on the board of directors for Raleigh DreamCenter, a local outreach ministry, since 2018. He dedicates about 10-20% of his time to general oversight, including some time during securities trading hours.
Employment History
Current Registrations
Counterweight Private Wealth
Previous Registrations
Truclarity Wealth Advisors
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Centura Securities, INC.Broker
RBC Centura Securities INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.
Exams