John Kim is a CFP-designated registered investment advisor at Bok Financial Advisors, based in Denver, CO, with 15 years of industry experience. John 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
1600 Broadway, 1st, 3rd, 4th, 15th Fls. & Ste. 1800, Denver, CO, 80202
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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.
Learn about disclosures →Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Bok Financial Private Wealth, INC.
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Bok Financial Private Wealth, INC.
Cobiz Wealth
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
Jackson National Life Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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
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