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The fee is billed in arrears and is negotiable.","source":"BOK FINANCIAL PRIVATE WEALTH, INC., FORM ADV PART 2A SEPT 2026, filed 30 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BOK Financial Private Wealth use?","answer":"BOK Financial Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.83B and Fidelity Brokerage Services LLC (Smithfield, RI), with $617M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BOK Financial Private Wealth have?","answer":"BOK Financial Private Wealth has 25 investment adviser representatives registered with state securities authorities, out of 37 employees, and 23 perform investment advisory functions. 15 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BOK Financial Private Wealth invest in?","answer":"At the end of its last fiscal year, BOK Financial Private Wealth’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 7% state and local bonds, 6% cash and equivalents, 3% U.S. government and agency bonds, 1% non-exchange-traded equities and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BOK Financial Private Wealth?","answer":"BOK Financial Private Wealth is owned through a holding company by George Bruce Kaiser. Its direct owner is Bok Financial Corporation (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BOK Financial Private Wealth get paid?","answer":"BOK Financial Private Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is BOK Financial Private Wealth registered with the SEC?","answer":"Yes, BOK Financial Private Wealth has been registered with the SEC as an investment adviser since 6 March 1996. 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