Sarah Murray is a CFA-designated registered investment advisor at Bridges Investment Management INC, based in Omaha, NE, with 7 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,801 clients with $10B 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees are negotiable based on various factors.
Fee Estimator
Location
13333 California St, Suite 500, Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah is the Vice President of Bridges Trust Company, dedicating minimal time to relationship and portfolio management. She is also the Secretary of the CFA Society of Nebraska and an adjunct professor at Creighton University, teaching an investment analysis class about 10-20% of her time.
Employment History
Current Registrations
Bridges Investment Management INC
State Registrations1 state
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