Steven Clark is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 24 years of industry experience. Steven 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Steven is an investment advisor representative at Bison Advisors, LLC, dedicating nearly full-time hours to this role. He also owns Silver Pineapple Wealth Management LLC and serves as trustee for its 401k, spending minimal time on each.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Metric Financial, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Bear, Stearns & CO. INC.Broker
Suntrust Capital Markets, INC.Broker
Key Capital Markets, 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.