Stacy Murray is a CFP-designated registered investment advisor at Northwest Asset Management, based in Oklahoma City, OK, with 5 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, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
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.
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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
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