Diana Murphy-Belger is a registered investment advisor at Fca CORP, based in Houston, TX, with 16 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 183 clients with $620M 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 $1.0M | 1.00% |
| $1M+ | 0.99% |
For assets greater than $1,000,000, a percentage less than 1% per annum. The rate is negotiable.
Fee Estimator
Location
791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925
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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 →Employment History
Current Registrations
Fca CORP
Previous Registrations
Stavis & Cohen Private Wealth, LLC
Scf Private Wealth Holdings, LLC
Fsc Securities CorporationBroker
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.