Why Work with Murray Street Capital Advisors?
So You Can Live a Life Well Cultured
The Independent Advisor Advantage: 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.
The Murray St. Difference
| Category | Large Wirehouses | Murray Street Capital Advisors |
|---|---|---|
| Client Standard | Operates under a “suitability” standard — advice must be appropriate, not necessarily best | Fiduciary obligation — legally bound to act in your best interest |
| Fee Transparency | Opaque fee structures, often with hidden costs for planning or portfolio changes | Clear, tiered pricing with no surprise charges; planning included |
| Service Model | Advisors manage hundreds of clients, limiting personalization | Smaller client base enables high-touch, customized service |
| Investment Approach | Passive or outsourced portfolio management | Actively managed, tactical portfolios adapted in-house |
| Advisor Incentives | Incentivized to promote proprietary products or meet quotas | Unbiased advice — no product push |
| Continuity & Relationship | Frequent advisor turnover disrupts long-term relationships | Long-term advisor relationships |
| Financial Planning | Often an extra cost or outsourced | Fully integrated into your management fee |
| Client Alignment | Flat fees may overcharge high-net-worth clients | Tiered structure that aligns with client growth |
Large Wirehouses: Operate under a “suitability” standard — advice must be appropriate, not necessarily best.
Murray Street: Fiduciary obligation — legally bound to act in your best interest.
Large Wirehouses: Opaque fee structures, often with hidden costs for planning or portfolio changes.
Murray Street: Clear, tiered pricing with no surprise charges; planning included.
Large Wirehouses: Advisors manage hundreds of clients, limiting personalization.
Murray Street: Smaller client base enables high-touch, customized service.
Large Wirehouses: Passive or outsourced portfolio management.
Murray Street: Actively managed, tactical portfolios adapted in-house.
Large Wirehouses: Incentivized to promote proprietary products or meet quotas.
Murray Street: Unbiased advice — no product push.
Large Wirehouses: Frequent advisor turnover disrupts long-term relationships.
Murray Street: Long-term advisor relationships.
Large Wirehouses: Often an upcharge or outsourced service.
Murray Street: Fully integrated into your management fee.
Large Wirehouses: Flat fee models can overcharge for minimal service.
Murray Street: Tiered structure that aligns with client growth.
Markets are unpredictable, but your financial goals shouldn’t have to be. At Murray Street Capital Advisors, we employ tactical investment strategies that actively adapt to changing conditions, minimizing risk while optimizing growth.
