A Smarter, Modern Approach to Pricing

You wouldn’t think of paying extra for a long-distance phone call or renting a physical DVD to watch a movie—the old ways are gone. Similarly, while some firms may lower fees as asset levels rise, we’ve taken it further. Our fee structure is designed to be straightforward and fully transparent, offering significant savings without sacrificing personalized, expert advice.

As an independent Registered Investment Advisor (RIA), we prioritize efficiency, which allows us to pass savings back to you. Our tiered fee structure ensures that as your portfolio grows, you pay less in fees, and more of your wealth stays invested. This is the Murray Street Advantage—aligning your success with lower costs.

Your assets grow, your fees don’t.

Typically fees increase as your portfolio grows.

The Bigger Your Assets, The Smaller Your Fees.

Bottom line: as your investments grow, your fees shrink. This means more of your returns stay working for you, and over time, the compounding value of this difference can be monumental. The traditional model simply doesn't match up.

Imagine the possibilities with these savings: nonprofits can grow their endowments, pension funds can stabilize for the long term, and families can fund life goals—whether it's college tuition, buying a second home, or early retirement. The potential is vast, and with our strategy, your wealth can achieve even more.

*Graphs are shown are for illustration purposes only and may not be an exact representation.