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Clinton Barnes

Bok Financial Advisors
16 Years of Experience
Plano, TX
Broker
View SEC Summary
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Clinton Barnes is a registered investment advisor at Bok Financial Advisors, based in Plano, TX, with 16 years of industry experience. Clinton 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.

Bok Financial Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
144 advisors
Number of Clients
3,334 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees may be negotiable. Clients with assets under $75,000 may pay a higher rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024

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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 2026 - Present · 1 mo
Bok Financial Private Wealth, INC.
September 2026 - Present · 1 mo
Bok Financial Securities, INC.Broker
February 2026 - Present · 8 mos
Previous Registrations
Allstate Financial Services, LLCBroker
March 2012 - February 2018 · 5 yrs 11 mos
Goldman, Sachs & CO.Broker
April 2010 - February 2012 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2010 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2010 · 5 mos
Banc of America Investment Services, INC.
September 2008 - October 2009 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
September 2008 - October 2009 · 1 yr 1 mo
Primevest Financial Services, INC.
July 2007 - September 2008 · 1 yr 2 mos
Primevest Financial Services, INC.Broker
April 2007 - September 2008 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
September 2002 - May 2006 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
June 2001 - August 2002 · 1 yr 2 mos
State Registrations1 state
TX
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.
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