Bernard Murphy is a CFP-designated registered investment advisor at Arista Advisory Group, LLC, based in Albany, NY, with 12 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 247 clients with $180M 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% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Location
255 Washington Avenue, Extension Suite 204, Albany, NY, 12205
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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 →Other Business Activities
Bernard is the sole owner of Hoistech KFT, a business selling and installing fall protection equipment in Hungary. He spends a few hours per week on this business, primarily outside of US trading hours, and visits Hungary twice a year for about two weeks total.
Employment History
Current Registrations
Arista Advisory Group, LLC
Previous Registrations
Dovetail Financial
State Registrations2 states
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