Bok Financial Advisors
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
About This Firm
BOK Financial Advisors (BOKFA) provides investment advisory services through various wrap fee programs. These programs offer a bundled annual fee covering advisory, brokerage, execution, clearing, and custody costs. BOKFA offers multiple managed account programs including Mutual Fund/ETF programs, Outside Investment Strategies, Unified Managed Accounts (UMA), Separately Managed Accounts (SMA), and Advisor/Portfolio Manager Directed programs. Minimum investments vary by program.
Fee Structure
BOK Financial Advisors offers various wrap fee programs, each with its own maximum advisory fee. These fees include portfolio management and administrative, clearing, and custody services. The Wealth Portfolios, Advisor Select Flex, and CPS Programs have a maximum fee of 1.75%. The Outside Investment Strategies Program has a maximum fee of 2.50%. The Unified Managed Account (UMA) Program has a maximum fee of 3.00%. The SMA Program has fees of 2.50% for Equity SMA accounts and 1.75% for Fixed Income SMA accounts. The PM Directed Program has a fee of 1.15%. The Advisor Directed Program has a fee of 1.50%. The Digital Advice Program (InvestOn) has a fee of 0.70%. Minimum investment amounts vary by program.
Areas of Practice
Location
One Williams Center, Plaza Southeast, Tulsa, OK, 74102