BOK Financial Private Wealth offers investment management and financial planning services. They manage investments, considering each client's financial objectives and circumstances to create a customized investment plan. Clients can place restrictions on certain securities. Financial planning services are available through an affiliate, BOKF, NA, and include reviewing goals, summarizing finances, retirement planning, tax strategies, and a written financial plan.
Assets Under Management$3.2B
Clients733
Advisors25
Avg. per Client$4.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2.5M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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