Erin Lee is a CFA-designated registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 12 years of industry experience. Erin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 818 clients with $3.7B 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 | 1.00% |
| $1M+ | 1.00% |
Fees are not to exceed 1.00% per year with breakpoints applying to relationships exceeding $1 million. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
5601 Granite Parkway, Stes. 400 & 1300, Plano, TX, 75024
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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 →Other Business Activities
Erin is a 7% owner of Medford Minerals LP, a mineral rights business, since 2024. She spends minimal time compiling financial information for tax reasons.
Employment History
Current Registrations
Bok Financial Private Wealth, INC.
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Previous Registrations
Frost Investment Services
Frost Brokerage Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations7 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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