The Murray Street Difference
When it comes to managing your wealth, the choice of advisor can make all the difference. While large wirehouses like Merrill Lynch and Morgan Stanley may offer brand recognition, independent advisors like Murray Street Capital Advisors deliver something far more valuable: a commitment to putting your best interests first.
Here’s how we compare to large wirehouses and why more clients are choosing independence.
Client-First Service: Fiduciary vs. Suitability
Large Wirehouses:
Operate under a “suitability” standard, meaning their recommendations only need to be appropriate—not necessarily the best for you.
Incentivize advisors to sell proprietary products, creating potential conflicts of interest.
Murray Street Capital Advisors:
Operates as a fiduciary, legally and ethically bound to act in your best interest.
Provides unbiased advice with no sales quotas or product commissions.
Personalized Attention Without Bureaucracy
Large Wirehouses:
Advisors often manage hundreds of clients, leading to generic advice and limited personal attention.
Multiple layers of bureaucracy slow decision-making and limit flexibility.
Murray Street Capital Advisors:
Maintains a smaller client base to deliver responsive, high-touch service.
Offers direct access to the person managing your portfolio, with no middlemen.
Transparent Fees and Comprehensive Services
Large Wirehouses:
Fees are often opaque, with hidden charges for financial planning or portfolio adjustments.
Flat percentage fees may overcharge high-net-worth clients for minimal incremental service.
Murray Street Capital Advisors:
Uses a tiered fee structure that rewards you as your portfolio grows.
Includes financial planning as part of your asset management fee, with no hidden costs.
Active Management vs. Outsourced Solutions
Large Wirehouses:
Often rely on outsourced teams or passive strategies, leaving portfolios exposed during market downturns.
Murray Street Capital Advisors:
Actively manages portfolios in-house, using a tactical approach to minimize losses and maximize growth.
Stability and Continuity
Large Wirehouses:
Advisors frequently change firms, disrupting relationships and service continuity.
Murray Street Capital Advisors:
Offers long-term stability, ensuring your advisor is with you every step of the way.
Choosing an independent advisor means choosing a partner who is fully invested in your success. At Murray Street Capital Advisors, we combine fiduciary responsibility, personalized service, and active portfolio management to deliver exceptional results and peace of mind.
Ready to experience the difference? Contact us today to schedule a consultation.