Murray Johnston
Murray Johnston is a registered investment advisor at Osaic Institutions, INC., based in Woodbury, MN, with 36 years of industry experience. Murray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
195 Radio Drive, Woodbury, MN, 55125
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2020Judgment / Lien
November 2019Customer Dispute
December 1994Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Feltl Advisors
Feltl & CompanyBroker
Feltl Advisors
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC
The Oak Ridge Financial Services Group, INC.Broker
Prudential Securities IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations5 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.