Dirk Murray
Dirk Murray is a registered investment advisor at Sentinel Wealth Strategies, based in Idaho Falls, ID, with 21 years of industry experience. Dirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 220 clients with $40M 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 $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1075 S. Utah Avenue, Suite 322, Idaho Falls, ID, 83402
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Employment History
Current Registrations
Sentinel Wealth Strategies
Previous Registrations
Sowell Management Services
Sowell Management Services
Intermountain Wealth Management, INC.
Ameriprise Financial Services, INC.
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.