Sandra Murray
Sandra Murray is a registered investment advisor at Northwest Investment Advisors, INC, based in Duluth, GA, with 34 years of industry experience. Sandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 115 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable based on account size, activity levels, type of holdings, and aggregated account values. Fees can be calculated on a tiered or linear schedule depending on the agreement.
Fee Estimator
Location
Duluth, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sandra provides consulting and/or management services to broker/dealers or other businesses through BD Management Services since 2000, and produces oil paintings and jewelry as a sole proprietor since 2004. She also works as a tax preparer and bookkeeper since 2014, dedicating about a quarter of her time during tax season and about 10-20% of her time during the off-season, and provides general business consulting to business owners, dedicating a few hours per week.
Employment History
Current Registrations
Northwest Investment Advisors, INC
Northwest Investment Advisors, INC.
Northwest Investment Advisors, INC.Broker
Previous Registrations
L.M. Kohn & CompanyBroker
L.M. Kohn & Company
Midsouth Capital, INC.
Midsouth Capital Markets GroupBroker
Midsouth Capital, INC.
Midsouth Capital, INC.Broker
Advantage Capital CorporationBroker
Fsc Securities CorporationBroker
Advantage Capital Corporation
Fsc Securities Corporation
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Compulife Investor Services, INC.Broker
Comprehensive Financial Services, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
Fsc Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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