Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: BOK Financial Private Wealth is registered with the SEC as an investment adviser (CRD #106733, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $5,000 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
BOK Financial Private Wealth at a glance
| Fact | What BOK Financial Private Wealth’s own pages say |
|---|---|
| Legal entity | BOK Financial Private Wealth, Inc. |
| Registration | BOK Financial Private Wealth, Inc. is registered with the SEC as an investment adviser (CRD #106733, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $5,000 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for BOK Financial Private Wealth |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What BOK Financial Private Wealth’s own fee schedule charges
BOK Financial Private Wealth’s own brochure states its fee applies breakpoints for relationships exceeding $1 million without printing the specific reduced rate(s), so the figures below use the disclosed 1.00% ceiling at every balance shown; larger relationships may in practice pay less than this figure once an unstated breakpoint applies.
“The Firm calculates its investment management fees as a percentage of total assets under management. Ongoing account management fees are typically prorated and paid quarterly in arrears, based upon the average daily balance of the assets during the preceding calendar quarter, not to exceed 1.00% per annum with breakpoints applying to relationships exceeding $1 million. Firm’s fees may be negotiable at Firm’s discretion.”
BOK Financial Private Wealth’s own brochure discloses a maximum, individually negotiated rate of 1.00% per annum; dollar_at = balance x 0.01 at each of the four balances. The brochure separately states that breakpoints apply above $1,000,000 without stating the reduced rate, so the $2,000,000 figure here is the published ceiling, not necessarily what a relationship that size would actually be billed.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on BOK Financial Private Wealth’s own fee page.
Registration
BOK Financial Private Wealth, Inc. is registered with the SEC as an investment adviser (CRD #106733, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for BOK Financial Private Wealth.
What it costs to leave
BOK Financial Private Wealth does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- BOK Financial Private Wealth, Inc. Form ADV Part 2A Brochure (March 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1026900
- SEC IAPD firm summary (CRD #106733, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/106733
Methodology. This page was built September 28, 2026, drawing directly on BOK Financial Private Wealth’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for BOK Financial Private Wealth; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading BOK Financial Private Wealth’s own Form ADV Part 2A and Form CRS. We have not used BOK Financial Private Wealth as a client. BOK Financial Private Wealth did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See BOK Financial Private Wealth’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing BOK Financial Private Wealth against other options? See BOK Financial Private Wealth alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.