Bison Wealth, LLC
Assets Under Management
$2.8B
Number of Clients
3,152
Number of Advisors
45
Average Client AUM
$873K
AUM per Advisor
$61.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bison Wealth offers curated investment solutions, overlay strategies, and third-party manager options. Advisers provide financial planning services, including long-term, business, estate, and education finance planning. Client accounts can be managed in a discretionary or non-discretionary manner, tailored to individual needs and restrictions.
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.
Areas of Practice
Location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326