George Brown is a registered investment advisor at Corient, based in Tulsa, OK, with 30 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
2222 S. Utica Place, Suite 300, Tulsa, OK, 74114
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2000Other Business Activities
George is on the board of directors, president, and temporary chairman for Hurricane Impact, a not-for-profit organization facilitating community involvement between athletes and Tulsa-area charities. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Corient
Previous Registrations
Capital Advisors, INC.
Minshall & Company INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, 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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