Bok Financial Private Wealth, INC.
Assets Under Management
$3.2B
Number of Clients
733
Number of Advisors
25
Average Client AUM
$4.3M
AUM per Advisor
$127.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BOK Financial Private Wealth offers customized investment management and supervisory services, and makes available financial planning services through its affiliate BOKF, NA. They manage accounts on a discretionary basis, considering each client’s unique financial objectives and circumstances. The firm also provides services to 401(k) plans and may engage sub-advisers.
Fee Structure
Investment management fees are calculated as a percentage of assets under management, not to exceed 1.00% per annum, with breakpoints applying to relationships exceeding $1 million. Fees are negotiable. Financial planning services are available to clients with an existing investment advisory account generally at no additional charge. Wealth Advisory Service consulting fees may be fixed or hourly, ranging from $200-$500 per hour. The firm recommends a minimum of $2.5 million in liquid assets to start or maintain an account.
Areas of Practice
Location
1600 Broadway, 4th Floor, Denver, CO, 80202