BOK Financial Private Wealth, Inc. offers customized investment management and supervisory services, primarily on a discretionary basis, tailored to each client's unique financial objectives and risk tolerance. The firm constructs diversified portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and private partnerships, drawing on research from its corporate affiliate. In addition to portfolio management, BOK Financial Private Wealth provides wealth advisory services covering cash management and illiquid investments. Comprehensive financial planning services are made available through its banking affiliate, BOKF, NA. The firm primarily serves high-net-worth individuals, trusts, estates, and retirement plans, maintaining offices across several states including Colorado, Texas, Arizona, and Oklahoma.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are not to exceed 1.00% per year with breakpoints applying to relationships exceeding $1 million. Fees may be negotiable at the firm's discretion.