Ronald Savarese is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 43 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,003 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and will not exceed 2.0% annually. Clients also pay an administrative fee of $10 per account per month.
Fee Estimator
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.
Exams
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