Michael Manna
Michael Manna is a CFP-designated registered investment advisor at Bok Financial Private Wealth, INC., based in Plano, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management. Their firm serves 733 clients with $3.2B 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 may be negotiable at the Firm's discretion. Breakpoints apply to relationships exceeding $1 million.
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
Michael is involved with several non-profit and community organizations, including the Ibex Club, Legacy Family Court Foundation, Rolling V Ranch Water Control & Improvement Board, and Exit Planning Institute Dallas Chapter. These roles involve overseeing functions, serving on committees, and planning events, requiring minimal time commitment overall.
Employment History
Current Registrations
Bok Financial Private Wealth, INC.
Bok Financial Advisors
Bok Financial Securities, INC.Broker
State Registrations25 states
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