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Teddy Slate is a registered investment advisor at Bok Financial Advisors, based in Tulsa, OK, with 14 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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6505 E 101st Street, Tulsa, OK, 74133
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2019Closed-No Action
Employment History
Current Registrations
Bok Financial Advisors
July 2014 - Present · 11 yrs 10 mos
Bok Financial Securities, INC.Broker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Edward Jones
October 2011 - June 2014 · 2 yrs 8 mos
Edward JonesBroker
October 2011 - June 2014 · 2 yrs 8 mos
Edward Jones
February 2011 - September 2011 · 7 mos
Edward JonesBroker
February 2011 - September 2011 · 7 mos
State Registrations46 states
ALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
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.