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Charlotte Berry Email
Senior Wealth Manager . Find Fiduciary Financial Advisors
Los Angeles, CA
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Current Roles
Employees:
50Revenue:
$5.2MAbout
LourdMurray was founded with the intent to provide conflict-free investment advice and offer investors an alternative to the Wall Street experience. In a traditional brokerage model, a broker's compensation is contingent upon product sales commissions, transaction charges, and/or advisory fees, therefore incentivizing excessive trades and pushing proprietary products. This compensation structure distorts the ultimate goal of maximizing client wealth. Conversely, the fee-only model employed by LourdMurray eliminates this conflict of interest and creates alignment between client and advisor; if clients make more or less money, so do we. Rather than pushing fads and products as with the traditional brokerage model, LourdMurray engages solutions that are carefully engineered to meet client goals. Based in Beverly Hills, LourdMurray's investment team consists of CFA charterholders, CFP's, and MBA's with substantial professional experience, that deliver institutional-grade investment advice tailored to each client's unique needs.Find Fiduciary Financial Advisors Address
9777 Wilshire BlvdLos Angeles, CA
United States