Jackson Murray
Jackson Murray is a registered investment advisor at Intermountain Wealth Management, INC., based in Idaho Falls, ID, with 4 years of industry experience. Jackson 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. Their firm serves 452 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intermountain Wealth Management charges an annual fee based on the value of your portfolio. The fee is calculated quarterly, in arrears, based on the average daily balance of your account. The annual fees are as follows:
- $0 - $50K: 1.50% (Investment Models), 1.25% (All Bond), 1.25% (Self-Directed)
- $50K - $100K: 1.25% (Investment Models), 1.00% (All Bond), 1.00% (Self-Directed)
- $100K - $1M: 1.00% (Investment Models), 0.75% (All Bond), 0.75% (Self-Directed)
- $1M+: 0.75% (Investment Models), 0.50% (All Bond), 0.50% (Self-Directed)
- $5M+: 0.50% (Investment Models), 0.25% (All Bond), 0.25% (Self-Directed)
All accounts in a client’s household are combined to determine the fee level. SIMPLE IRA accounts are considered separately.
Contact
Jackson Murray
Location
101 Park Avenue, Suite 204, Idaho Falls, ID, 83402
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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 →Employment History
Current Registrations
Intermountain Wealth Management, INC.
Previous Registrations
Lawrence Financial Planning, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.