Jay Murray
Jay Murray is a registered investment advisor at Belpointe Asset Management LLC, based in Lone Tree, CO, with 36 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
9233 Park Meadows Drive, Lone Tree, CO, 80124
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2012Other Business ActivitiesSells Insurance
Jay is the founder and president of Solutions for Tuition, specializing in college planning and tuition consulting strategies, dedicating nearly full-time hours to this endeavor. Additionally, Jay is an insurance producer since 2019, selling fixed insurance products and dedicating a few hours per week to this activity.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Solutions for Tuition
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Schneider Securities, INC.
Schneider Securities, INC.Broker
State Registrations1 state
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.