Overview
- Headquarters
- Tulsa, OK
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: BOKFA WRAP FEE PROGRAM BROCHURE (2025-06-16)
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Latest filing: BOKFA INVESTON WRAP FEE PROGRAM BROCHURE (2026-03-31)
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Latest filing: BOKFA PART 2A FORM BROCHURE (2026-03-31)
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Latest filing: BOKFA WRAP FEE PROGRAM BROCHURE (2026-03-31)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 1.50% |
| $100,001 | $250,000 | 1.35% |
| $250,001 | $500,000 | 1.25% |
| $500,001 | $750,000 | 1.15% |
| $750,001 | $1,000,000 | 1.05% |
| $1,000,001 | $1,500,000 | 0.95% |
| $1,500,001 | $2,000,000 | 0.85% |
| $2,000,001 | $3,000,000 | 0.75% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $5,000,000 | 0.65% |
| $5,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,150 | 1.22% |
| $5 million | $42,150 | 0.84% |
| $10 million | $72,150 | 0.72% |
| $50 million | $312,150 | 0.62% |
| $100 million | $612,150 | 0.61% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 39.74%
- Number of High-Net-Worth Clients
- 349
- Total Client Accounts
- 3,330
- Discretionary Accounts
- 2,596
- Non-Discretionary Accounts
- 734
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 17530
- BOKFA INVESTON WRAP FEE PROGRAM BROCHURE (2026-03-31) · View brochure text
- BOKFA PART 2A FORM BROCHURE (2026-03-31) · View brochure text
- BOKFA WRAP FEE PROGRAM BROCHURE (2026-03-31) · View brochure text
- BOKFA WRAP FEE PROGRAM BROCHURE (2025-06-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗