George Decell is a registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 7 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management. Their firm serves 733 clients with $3.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
733 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$2.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees may be negotiable at the Firm's discretion. Breakpoints apply to relationships exceeding $1 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5601 Granite Parkway, 13th Floor, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bok Financial Private Wealth, INC.
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Bok Financial Securities, INC.Broker
September 2023 - October 2024 · 1 yr 1 mo
Bok Financial Advisors
September 2023 - October 2024 · 1 yr 1 mo
Goldman Sachs Personal Financial Management
January 2023 - October 2023 · 9 mos
Goldman Sachs & CO. LLCBroker
January 2021 - October 2023 · 2 yrs 9 mos
Goldman Sachs Ayco Personal Financial Management
September 2018 - January 2023 · 4 yrs 4 mos
Mercer Allied Company, L.P.Broker
July 2018 - January 2021 · 2 yrs 6 mos
State Registrations4 states
CONEOKTX
Advisor

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
No exam information available for this advisor.