JH
JH

John Howk

28 Years of Experience
Tulsa, OK
Broker

John Howk is a registered investment advisor at Bok Financial Advisors, based in Tulsa, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
142 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$263K average
Assets Under Management
$835.6M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.50%
$1.0M - $2.0M1.00%
$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

5727 S. Lewis, 8th Fl., Tulsa, OK, 74105

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Bok Financial Advisors
September 1997 - Present · 28 yrs 8 mos
Bok Financial Securities, INC.Broker
August 1997 - Present · 28 yrs 9 mos
Previous Registrations
George K. Baum & CompanyBroker
September 1995 - January 1996 · 4 mos
State Registrations20 states
ALARAZCACOFLILKSMEMONCNMNYOHOKSCTNTXUTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Howk - Financial Advisor | TrueAdvisor