Jonathan Murray is a registered investment advisor at Isc Financial Advisors, based in Albert Lea, MN, with 12 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,318 clients with $1.6B 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated under special circumstances. Strives for a minimum account fee of $400 and a minimum asset threshold of $100,000. For accounts managed through the Pontera platform, Pontera receives a 0.25% annual fee, which is not added to the client's total fee.
Fee Estimator
Location
200 North Broadway Ave., Albert Lea, MN, 56007
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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
Jonathan is a coach for the Albert Lea Hockey Association. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Isc Financial Advisors
State Registrations2 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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