Ryan Murphy
Ryan Murphy is a registered investment advisor at Pacific Coast Investment Advisors, LLC, based in West Linn, OR, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 100 clients with $110M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are generally negotiable. Accounts of family members will be assigned a Rate Level based on aggregate value of all accounts in family group.
Fee Estimator
Contact
Ryan Murphy
Location
1914 Willamette Falls Dr., Suite 180, West Linn, OR, 97068
Get directionsHistory
Regulatory History (1)
Regulatory
September 2024Employment History
Current Registrations
Pacific Coast Investment Advisors, LLC
State Registrations3 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