George Pedraza
George Pedraza is a registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 31 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 818 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are not to exceed 1.00% per year with breakpoints applying to relationships exceeding $1 million. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024
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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
George is a general partner/managing member of Bexar Harvest LP, dealing with consulting and real estate holdings, since 2006. He also serves on the board of Keystone School, UTSA College for Health Community & Policy Advisory Council, and Riverwalk Education Foundation Inc dba School of Science & T, dedicating minimal time to each.
Employment History
Current Registrations
Bok Financial Private Wealth, INC.
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Captrust
Covenant
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Securities, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
UBS Securities LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Intercontinental Asset Management Group, LTD.Broker
Chase Securities INC.Broker
Chase Securities of Texas, INC.Broker
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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