Michelle Mangum is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 37 years of industry experience. Michelle 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
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Regulatory History (4)
Regulatory
August 2011Customer Dispute
April 2011Regulatory
November 2009Customer Dispute
November 2008Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Bison Wealth, LLC
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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.