Lawrence Sasso is a ChFC-designated registered investment advisor at Bison Wealth, LLC, based in Sutton, MA, with 34 years of industry experience. Lawrence 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
16 Providence Road, Sutton, MA, 01560
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence is an independent insurance agent selling various insurance products since 2001 and owns Lawrence Sasso Insurance & Financial Services, Inc. He is also a head softball coach and professor at Anna Maria College, an authorized representative for Tarkenton Financial Solutions for Retirement, Commander of American Legion Post 201, and a member of the Worcester State University Board of Trustees.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Investors Capital CORP.Broker
Investors Capital Advisory
Signator Investors, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.