Assets Under Management
$835.6M
Number of Clients
3,179
Number of Advisors
137
Average Client AUM
$263K
AUM per Advisor
$6.1M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
BOK Financial Advisors (BOKFA) offers investment advisory services through various wrap fee programs. These programs provide discretionary investment management with a bundled annual fee covering advisory, brokerage, and custody services. BOKFA utilizes portfolio managers and model providers, including BNY Mellon Advisor, to offer diverse investment options. Clients complete questionnaires to determine suitable programs based on their financial objectives and risk tolerance.
One Williams Center, Plaza Southeast, Tulsa, OK, 74102