MP
MP

Murray Jay Peters

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,804 clients
Average Client Portfolio
$256K average
Assets Under Management
$462.6M

Fee Structure

Minimum Investment:$250K
Financial Planning:Charged separately
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Location

12012 South 700 East, Suite 100, Draper, UT, 84020

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Murray owns Naturelens.com, a photography business, since 1998, dedicating minimal time to it. He is also a trustee of The Love For Miles Trust, established in 2021, requiring minimal time.

Employment History
Current Registrations
Navigate Private Wealth, LLC
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, INC.
April 1997 - October 2015 · 18 yrs 6 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Murray Jay Peters - Financial Advisor | TrueAdvisor