Elio Chiarelli

Bison Wealth, LLC

15 Years of Experience

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Firm Information

Bison Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

45 advisors

Number of Clients

3,152 clients

Average Client Portfolio

$873K average

Assets Under Management

$2.8B

Fee Structure

Advisory fees are negotiable but will not exceed 2.0% annually, calculated as a percentage of the account value. Fees are assessed monthly or quarterly. Clients participating in the Overlay Program are charged an Overlay Management Fee which will not exceed 1% of the Overlay Value, in addition to the advisory fee. Financial planning fees can be fixed or hourly, as agreed upon in the Financial Planning Agreement. Clients also pay custodial fees and fees charged by investment vehicles.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

4061 NW 43rd Street, Suite 16, Gainesville, FL, 32606

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2022

Settled

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Other Business ActivitiesSells Insurance

Elio is an independent insurance agent since 2007 and owns real estate rental properties since 2011, dedicating minimal time to the latter. Since March 2023, Elio also works as a portfolio manager for Liquid Strategies, spending about a quarter of his time managing investment fund portfolios and delivering strategies to clients.