Stacy Murray is a CFP-designated registered investment advisor at Northwest Asset Management, based in Oklahoma City, OK, with 6 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,776 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and have a maximum annual rate of 1.75%. Actual fees may differ based on relationship size, services needed, investment strategy, and trading activity.
Fee Estimator
Location
Oklahoma City, OK
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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
Stacy is involved with two non-profit organizations: Infant Crisis Services, where she serves as Audit Committee Chair, Endowment Task Force Chair, and Board Member, dedicating minimal time a year; and Dean McGee Eye Institute, where she is a Foundation Board of Directors member, spending a few hours per week.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Full Sail Capital, LLC
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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