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Blake Pratz

Icon Wealth Partners
41 Years of Experience
Houston, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Blake Pratz is a registered investment advisor at Icon Wealth Partners, based in Houston, TX, with 41 years of industry experience. Blake is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 629 clients with $2.6B in assets under management.

Icon Wealth Partners
Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
629 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees range up to 1.75% annually and are negotiable based on asset size, complexity, and other factors. Additional fees apply for internal fixed income strategies (0.12% to 0.27%) and independent managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1980 Post Oak Boulevard, Suite 1300, Houston, TX, 77056

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2014
Denied
Customer Dispute
May 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Blake is dually registered as an investment advisor representative and a registered representative, spending most of his time as an investment advisor representative. He is also a licensed insurance agent, dedicating minimal time to insurance sales.

Employment History
Current Registrations
Icon Wealth Partners
August 2022 - Present · 4 yrs 2 mos
Purshe Kaplan Sterling Investments
September 2016 - Present · 10 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Icon Wealth Partners, LLC
August 2016 - August 2022 · 6 yrs
UBS Financial Services INC.Broker
October 2010 - September 2016 · 5 yrs 11 mos
UBS Financial Services INC.
October 2010 - September 2016 · 5 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - November 2010 · 1 yr 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2010 · 1 yr 5 mos
Citigroup Global Markets INC.
August 1993 - June 2009 · 15 yrs 10 mos
Citigroup Global Markets INC.Broker
August 1993 - June 2009 · 15 yrs 10 mos
Painewebber IncorporatedBroker
January 1991 - August 1993 · 2 yrs 7 mos
Rotan Mosle INC.Broker
May 1987 - January 1991 · 3 yrs 8 mos
Dean Witter Reynolds INC.Broker
August 1984 - July 1986 · 1 yr 11 mos
State Registrations8 states
AZCAGALAMNNCNVTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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