Benjamin Garcia is a registered investment advisor at Bok Financial Advisors, based in Plano, TX, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,179 clients with $840M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. For clients with assets in the Program of less than $75,000, you may pay a rate that is greater than the rate specified in the annual fee schedule.
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
Benjamin owns rental property since 2008 and co-owns commercial property since 2012, dedicating minimal time to the latter. These activities are investment-related.
Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Bok Financial Advisors
Bosc, INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
State Registrations24 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.