George Bokios
George Bokios is a registered investment advisor at Regal Advisory Services, INC., based in Ft. Myers, FL, with 45 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 274 clients with $120M 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 | 2.00% |
Maximum annual fee is 2.0% of managed assets, which may be negotiated. Additional platform or program fees may apply depending on the chosen custodian or strategy.
Fee Estimator
Location
1400 Colonial Blvd., Suite 4, Ft. Myers, FL, 33907
Get directionsHistory
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 president of several companies, including Bokios Development, Peninsula Development Corp, Bokios Corp, ADCO Inc., and Board Broker Services. These businesses involve holding property, real estate investments, advertising, and managing cash flow, requiring minimal time commitment.
Employment History
Current Registrations
Regal Advisory Services, INC.
Regal Securities, INC.Broker
State Registrations5 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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