Gregory Wheeler is a registered investment advisor at Bok Financial Advisors, based in Oklahoma City, OK, with 24 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
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
Gregory is a member of the City of Nichols Hills Investment Policy Committee and the CEO of BOK Financial Private Wealth, INC. He dedicates minimal time to the committee and a few hours per week to his CEO role.
Employment History
Current Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations1 state
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.