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Gary Friedman

Bison Wealth Management, LLC
29 Years of Experience
Beachwood, OH
5 Disclosures
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Gary Friedman is a registered investment advisor at Bison Wealth Management, LLC, based in Beachwood, OH, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 160 clients with $130M in assets under management.

Bison Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
160 clients
Average Client Portfolio
$819K average
Assets Under Management
$131.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.50%

Fees are negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Beachwood, OH

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History

Regulatory History (5)
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
March 2011
Settled
Regulatory
November 2001
Final
Customer Dispute
July 2001
Denied
Regulatory
November 2000
Final
Employment Separation After Allegations
June 2000
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bison Wealth Management, LLC
March 2026 - Present · 7 mos
Previous Registrations
Summit Capital INC.
April 2009 - May 2026 · 17 yrs 1 mo
Compulife Investor Services, INC.Broker
September 1995 - December 1996 · 1 yr 3 mos
Independence Capital CO., INC.Broker
August 1994 - June 2000 · 5 yrs 10 mos
Liberty Securities CorporationBroker
July 1992 - May 1994 · 1 yr 10 mos
Independence Capital CO., INC.Broker
May 1991 - August 1992 · 1 yr 3 mos
Cigna Securities, INC.Broker
December 1989 - May 1991 · 1 yr 5 mos
Integrated Resources Equity CorporationBroker
December 1987 - November 1989 · 1 yr 11 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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