John Murray is a registered investment advisor at Robertson Stephens, based in Ketchum, ID, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
675 Sun Valley Road, Suite G, Ketchum, ID, 83340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a board observer for Robertson Stephens Holdings, LLC since 2018. He is also a Principal at Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC, both since January 2018, and serves on the board of directors/treasurer for MSCL House, dedicating minimal time.
Employment History
Current Registrations
Robertson Stephens
Robertson Stephens Capital Markets, LLCBroker
Previous Registrations
Robertson Stephens SecuritiesBroker
Gca Savvian Advisors, LLCBroker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Bt Alex. Brown IncorporatedBroker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Bancamerica Robertson StephensBroker
Robertson, Stephens & Company LLCBroker
Mas Fund Distribution, INC.Broker
Templeton Funds Distributor, INC.Broker
Franklin Distributors, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations7 states
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