Murray Strategic Investment L.L.C. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 14, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The hourly fee for consultations and custom projects is $150 per hour, not to exceed a pre-determined maximum fee.”

Flat or project fee

$1,000⁠-⁠$3,000

“The initial financial plan fee ranges from $1000 to $3,000, depending on the complexity of your financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Murray Strategic Investment L.L.C. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable based on the complexity of the engagement, the scope of work, or other circumstances.”
• “For accounts with over $100,000 in AUM, fees are calculated quarterly in arrears based on the average daily balance of the account(s) during the previous quarter.”
• “The first $100,000 is billed at a $1,000 flat fee.”

How Murray Strategic Investment L.L.C.’s fees compare

• Its hourly rate of $150 is below the Michigan median of $250. 6% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$3,000 is below the Michigan median of $3,250. 31% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Murray Strategic Investment L.L.C.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.8% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$140,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324619

Phone

(231) 838-7068

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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