BOK Financial Advisors provides non-discretionary investment management and financial planning services. Through its Guided Portfolio Solutions program, the firm manages investment portfolios tailored to individual goals and risk tolerance, utilizing a selection of mutual funds, exchange-traded products, stocks, bonds, and other securities. BOK Financial Advisors also offers personalized financial planning and consulting covering retirement, cash flow, and tax-related strategies. The firm primarily serves individuals, high-net-worth clients, and retirement plans, operating as a trade name of BOK Financial Securities, Inc., a registered broker-dealer and investment adviser.
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.