Dwayne Tidwell
Dwayne Tidwell is a CFP-designated registered investment advisor at Bison Investment Advisors, LLC, based in The Woodlands, TX, with 30 years of industry experience. Dwayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 165 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable. Does not include trading fees, custodian fees, or performance reporting fees.
Fee Estimator
Location
10055 Grogans Mill, Suite 120, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Mark is a life insurance agent dedicating minimal time to activities unrelated to investments. He also owns Access Parkway LLC (business consulting), Disruptive Wellness LLC (medical equipment leasing), Condotti Capital Management LLC (real estate self-storage), and Pryderi Holdings LLC, dedicating about 10% of his time to Condotti and minimal time to the others.
Employment History
Current Registrations
Bison Investment Advisors, LLC
Previous Registrations
Sunbelt Securities
Usf Advisors, LLC
Usf Alternative Services, LLC
Stanford Group Company
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
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.