Sandra Murray is a registered investment advisor at Northwest Investment Advisors, INC, based in Spokane, WA, with 34 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 95 clients with $35M 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.
Fee Estimator
Location
9 S Washington St Ste 210, Spokane, WA, 99201
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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.