Aaron Israelite is a registered investment advisor at Bok Financial Advisors, based in Overland Park, KS, with 31 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,334 clients with $1.1B 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 | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients with assets under $75,000 may pay a higher rate.
Fee Estimator
Location
7101 College Blvd., 10th Fl., Overland Park, KS, 66210-4035
Get directionsHistory
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 Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Jones & Babson, INC.Broker
Bma Financial Services, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations9 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.
Exams
More Advisors
- Abeaku Jackson-Kuofie, CFPCreative Planning
- Jonathan Slabaugh, CFPCreative Planning
- Joseph Healey, CFPCreative Planning
- John Arndt, CFPCaliber Wealth Management, LLC
- Halle Holmes, CFPCreative Planning
- Mitchell Fisher, CFPCreative Planning