Ronald Savarese is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 42 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning. Their firm serves 3,152 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bison Wealth charges an advisory fee based on a percentage of the value of your account. The exact percentage is negotiable but will not exceed 2.0% annually. This fee covers investment advice and account servicing. Clients participating in the Overlay Program will be charged an additional fee not exceeding 1% of the Overlay Value. If third-party managers are used, clients will pay separate fees to those managers.
Location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1994Other Business Activities
Ronald is the owner of Home Planet Ventures LLC, a holding company, for tax purposes. He also spends a few hours per week on Home Planet Publishing, Inc., publishing and selling books written by himself, his wife, or other immediate family members since 1996.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Bison Wealth, LLC
Sterne Agee Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.