Connor Murphy is a registered investment advisor at Cachetech, based in Logan, UT, with 8 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CacheTech provides investment management services to Lead Advisors, who then use these services for their own clients. The fee for investment management is 0.50% annually, based on the market value of the client accounts. This fee is negotiable with each Lead Advisor. The fee can be billed monthly, quarterly, or annually, in advance or arrears, based on average daily balance or quarter-end balance.
Location
701 S Main St, Ste 400, Logan, UT, 84321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cachetech
Previous Registrations
Charles Schwab Investment Management, INC
Charles Schwab Investment Advisory, INC
Schwab Wealth Investment Advisory, INC.
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.