Blake Pratz
Blake Pratz is a registered investment advisor at Icon Wealth Partners, based in Houston, TX, with 40 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 573 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Icon Wealth Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. The fees can be up to 1.75% annually. The specific fee you pay depends on factors like the amount you invest with Icon, the complexity of the services, your investment goals, and any specific reporting requirements. Fees are negotiable. If Icon uses independent managers for your portfolio, you'll also be responsible for their fees, but the total blended fee will not exceed 2.00% annually.
Location
1980 Post Oak Boulevard, Suite 1300, Houston, TX, 77056
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Customer Dispute
May 2011Other 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
Purshe Kaplan Sterling InvestmentsBroker
Purshe Kaplan Sterling Investments
Previous Registrations
Icon Wealth Partners, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations8 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.