GB
GB

George Anderson Brown

29 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
3,118 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.

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

2222 South Utica Place, Suite 300, Tulsa, OK, 74114

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2000
Settled
Other 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
Capital Advisors, INC.
August 2001 - Present · 24 yrs 6 mos
Previous Registrations
Minshall & Company INC.Broker
July 2001 - October 2017 · 16 yrs 3 mos
U.S. Bancorp Piper Jaffray INC.Broker
June 1999 - July 2001 · 2 yrs 1 mo
Dain Rauscher IncorporatedBroker
March 1998 - June 1999 · 1 yr 3 mos
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
May 1996 - January 1998 · 1 yr 8 mos
State Registrations23 states
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Advisor
Exams
No exam information available for this advisor.
George Anderson Brown - Financial Advisor | TrueAdvisor