Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: $2,500,000 for a general investment management account. BOK Financial Private Wealth’s own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, BOK Financial Private Wealth’s own published fee schedule works out to $25,000 a year.
The minimum, in the firm’s own words
“The Firm recommends a minimum of $2.5 million in liquid assets to start or maintain an account. Accounts that do not meet the recommended level may not receive the full benefits of the Firm’s typical investment strategies due to limitations on diversification and other considerations including transaction costs.”
On waivability: “At the Firm’s discretion, it may accept new investment management relationships below the recommended minimum criteria. A Managing Director of the Firm must approve any exceptions to the minimum requirements.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| a general investment management account | $2,500,000 | $25,000 | Partially, at the firm’s discretion |
| Source: BOK Financial Private Wealth, Inc. Form ADV Part 2A Brochure, March 2026 | |||
BOK Financial Private Wealth’s own brochure states that breakpoints apply to relationships exceeding $1,000,000 without disclosing the reduced rate, so the figure above is the published 1.00% ceiling, not necessarily what a relationship this size would actually be billed; the same caveat this firm’s own fee page already discloses.
BOK Financial Private Wealth’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, BOK Financial Private Wealth’s own published fee schedule runs up to $5,000 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from BOK Financial Private Wealth’s own fee disclosure across several account sizes. Read our full review of BOK Financial Private Wealth before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- 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 Investment Adviser Public Disclosure, BOK Financial Private Wealth, Inc. (CRD #106733): https://adviserinfo.sec.gov/firm/summary/106733
- BOK Financial Private Wealth, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/106733/PDF/106733.pdf
Methodology. This page was built September 28, 2026, quoting directly from BOK Financial Private Wealth’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.