Daniel Murphy
Daniel Murphy is a registered investment advisor at Northwest Investment Advisors, INC, based in Spokane, WA, with 26 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 115 clients with $45M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Management fees are negotiable based on account size, activity levels, type of holdings, and aggregated account values. Fees can be calculated on a tiered or linear schedule depending on the agreement.
Fee Estimator
Location
9 S Washington St Ste 211, Spokane, WA, 99201
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Daniel is a direct owner of Lodestone Wealth Management LLC, a registered investment advisor, dedicating nearly full-time hours to partnership duties. He also owns two rental properties, spending minimal time on their management.
Employment History
Current Registrations
Northwest Investment Advisors, INC.Broker
Lodestone Wealth Management LLC
Previous Registrations
Alliant Securities, INC. Turner, Nord, KienbaumBroker
Northwest Investment Advisors, INC.Broker
Bozarth, Newton & Murphy Securities, INC.Broker
Bozarth Investment Mngt
State Registrations3 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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