Scott Grauer is a registered investment advisor at Bok Financial Advisors, based in Tulsa, OK, with 39 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,179 clients with $840M 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 $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
Location
One Williams Center, Tulsa, OK, 74172
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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.
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Scott is a board member of Cavanal Hill Mutual Funds, chairman of Cavanal Hill Investment Management, president & CEO of BOSC Agency, Inc., EVP Wealth Management of BOKF, NA, CEO of BOKF Equity, LLC, chairman of the board of The Milestone Group, Inc., and a member of Baker University Board of Trustees. His role at Baker University requires minimal time.
Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
Linsco/private Ledger CORP.Broker
O. R. Securities, INC.Broker
State Registrations51 states
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