Erin Melissa Finley Lee

CFA

Bok Financial Private Wealth, INC.

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Bok Financial Private Wealth, INC.

Compensation

Fee-Only (AUM)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

Financial Planning:Included in AUM fee

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

Erin is a 7% owner of Medford Minerals LP, a mineral rights business, since 2024. She spends minimal time compiling financial information for tax reasons.