Timothy Murphy
Timothy Murphy is a registered investment advisor at Connect Financial Advisors, based in Logan, UT, with 14 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 518 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connect Financial Advisors charges a fee based on the value of your portfolio. The exact fee is negotiated with each client and falls within a range of 0.50% to 2.00% per year. The fee is calculated and charged monthly in advance. The factors used to determine the advisory fee include the number of accounts, the size of the relationship, whether the account is actively or passively managed, and the frequency of reviews.
Location
181 E 1600 N, Logan, UT, 84341
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Timothy is the president of Tim Murphy Insurance, selling and servicing health, life, and annuity insurance products, dedicating about half of his time during business hours. He is also a silent investor in Blue Mountain Investments and a member of Murphy Sunshine Bottom Farms, LLC, but these activities require minimal time.
Employment History
Current Registrations
Connect Financial Advisors
Previous Registrations
Dfpg Investments, LLC
Ars Investment Advisors, INC.
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Signator Financial Services, 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.