Andrew Nelson is a registered investment advisor at Bok Financial Advisors, based in Oklahoma City, OK, with 28 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
499 West Sheridan Avenue, 25th, 26th and 27th Floors, Oklahoma City, OK, 73102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2024Other Business Activities
Andrew operates Tungsten Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Banc One Securities CorporationBroker
Boatmen's Investment Services, INC.Broker
Boatmen's Investment Services, INC.Broker
State Registrations3 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.