Ashley Rowland is a registered investment advisor at Bok Financial Advisors, based in Oklahoma City, 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
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
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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 →Employment History
Current Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
AXA Advisors, LLCBroker
AXA Advisors, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations45 states
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