Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cavanal Hill receives an investment management fee based on the client's assets under management. Fees are subject to negotiation based on the client's circumstances. Customized strategies are available, and fees will be determined on a case-by-case basis. Cavanal Hill reserves the right to impose a minimum advisory fee. Bank Clients and BOKF RIA clients do not pay a fee directly to Cavanal Hill. Separately managed account minimums vary by strategy and range from $2,000,000 to $15,000,000 in assets under management.
Areas of Practice
Advisor Information
Office location
One Williams Center, 15th Floor, Tulsa, OK, 74172-0172
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is a VP and external wholesaler at BOK Financial since 2017. He may receive compensation for business referrals to BOK Financial affiliates, accounting for minimal time and compensation.