Kayla Smiley is a registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 16 years of industry experience. Kayla 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may be negotiable at the Firm's discretion. Breakpoints apply to relationships exceeding $1 million.
Fee Estimator
Location
5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024
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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 →Employment History
Current Registrations
Bok Financial Private Wealth, INC.
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations14 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.