AB

Anne Luke Boozer

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
205 advisors
Number of Clients
6,336 clients
Average Client Portfolio
$446K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$25K

Arvest Wealth Management offers various wrap fee programs, each with its own fee structure. The annual Client Advisory Fee is a bundled fee that covers investment advice, portfolio management, brokerage transaction execution, and custody costs. The fee is based on a percentage of assets under management. The Client Advisory Fee also includes a Platform Fee, estimated to range somewhere between .05% and .25%, charged by the Firm, based upon client account size, to offset a program fee that BNYMA and Pershing charge the Firm as compensation for advisory (BNYMA’s overlay/portfolio management services with respect to the BNYMA Advised Programs), administrative, clearing and custody services. Minimum investment amounts vary by program, ranging from $25,000 to $1,000,000.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

1515 South Utica Ave, Tulsa, OK, 74104

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Closed-No Action
Other Business Activities

Anne is a partner at Transmarinus Partners, LLC, a boat charter business, since 2021. She dedicates minimal time to this activity.

Employment History
Current Registrations
Arvest Wealth Management
September 2021 - Present · 4 yrs 4 mos
Arvest Wealth Management Broker
September 2021 - Present · 4 yrs 4 mos
Previous Registrations
Nationwide Investment Advisors, LLC
April 2013 - September 2021 · 8 yrs 5 mos
Nationwide Investment Services CorporationBroker
May 2007 - September 2021 · 14 yrs 4 mos
MML Investors Services, INC. Broker
August 2003 - May 2007 · 3 yrs 9 mos
E*trade Advisory Services, INC.
June 2002 - June 2003 · 1 yr
E*trade Securities LLCBroker
February 2002 - June 2003 · 1 yr 4 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
September 1991 - June 1995 · 3 yrs 9 mos
Delta Life Securities, INC.Broker
March 1988 - December 1988 · 9 mos
United Financial Investments, INC.Broker
October 1986 - October 1986 · 0 mos
American Express Financial Advisors INC. Broker
February 1985 - September 1991 · 6 yrs 7 mos
Ids Financial Services INC.Broker
February 1985 - June 1986 · 1 yr 4 mos
State Registrations4 states
ARKSMOOK
AdvisorBrokerBoth
Exams
No exam information available for this advisor.