Benjamin Karl Garcia

Bok Financial Advisors

24 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Bok Financial Advisors

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

137 advisors

Number of Clients

3,179 clients

Average Client Portfolio

$263K average

Assets Under Management

$835.6M

Fee Structure

Minimum Investment:$1K

Location

5601 Granite Parkway, Stes. 400 & 1300, 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.

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.