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Teddy Slate

Bok Financial Advisors
15 Years of Experience
Tulsa, OK
1 DisclosureBroker
View SEC Summary
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Teddy Slate is a registered investment advisor at Bok Financial Advisors, based in Tulsa, OK, with 15 years of industry experience. Teddy 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

6505 E 101st Street, Tulsa, OK, 74133

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2019
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bok Financial Advisors
July 2014 - Present · 12 yrs 3 mos
Bok Financial Securities, INC.Broker
July 2014 - Present · 12 yrs 3 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
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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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