BOK Financial Advisors (BOKFA) provides investment advice and financial planning to individuals and institutions. BOKFA offers non-discretionary asset management where clients are consulted before trades are made. They also offer financial planning and consulting services tailored to individual client needs. BOKFA's investment selection is managed by BOKF, NA’s Strategic Investment Advisors.
Assets Under Management$840M
Clients3,179
Advisors142
Avg. per Client$260K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. For clients with assets in the Program of less than $75,000, you may pay a rate that is greater than the rate specified in the annual fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
142 Advisors at this firm
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