William Murray is a registered investment advisor at Edward Jones, based in Brea, CA, with 33 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
259 S Randolph Avenue, Suite 100, Brea, CA, 92821
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
William owns rental properties in Whittier and La Habra, California. He dedicates minimal time to these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Independent Financial Securities, INC.Broker
State Registrations19 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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