Ashlyn Phelps is a registered investment advisor at Bok Financial Advisors, based in Tulsa, OK, with 3 years of industry experience. Ashlyn 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.
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 | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. Clients with assets under $75,000 may pay a higher rate.
Fee Estimator
Location
One Williams Center, Tulsa, OK, 74172
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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
Ashlyn is a co-owner of Poppy + Prim, LLC, a wedding and event planning business, since 2020. She dedicates a few hours per week to planning and coordinating client events.
Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
State Registrations36 states
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
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