Bradford Beeson is a registered investment advisor at Bok Financial Advisors, based in Plano, TX, with 14 years of industry experience. Bradford 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, Tax Planning. Their firm serves 3,334 clients with $1.1B 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 | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients with assets under $75,000 may pay a higher rate.
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
Bradford is a partial owner of Primrose Partners, Ltd., an entity that invests in oil and gas royalty interests. He spends minimal time on this activity, as the interest was a gift and he has no active participation.
Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations4 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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