Advisor at CL Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Eureka Springs, AR
Credentials
Series 63, Series 66
Industry experience
34 years
Joe Murray is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Ifs Securities, Inc. Outside of his advisory work, he operates Eureka Designs, a resort service business offering historical walking tours, weddings, and jewelry sales in Holiday Island, Arkansas. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.
Based on CL Wealth Management LLC
Based on CL Wealth Management LLC
Flat fees for financial planning services may not exceed $5,000
$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - Negotiable: Negotiable
Commission-based compensation through affiliated broker-dealer Cabot Lodge Securities LLC for certain representatives
Standard planning and consulting fee is $350 per hour
Account minimum: $25,000
Eureka Springs, AR
Arkansas · California · Missouri · Oklahoma
CL Wealth Management LLC
2023 - Present (3 years)
Cabot Lodge Securities LLC
2023 - Present (3 years)
J.W. Cole Advisors, Inc.
2019 - 2022 (3 years)
J.W. Cole Financial, Inc
2019 - 2022 (3 years)
Ifs Securities, Inc.
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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