Scott Wiesner is a CFP, PFS-designated registered investment advisor at Blue Bison Investments, based in Glenview, IL, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Insurance Planning, Investment Management. Their firm serves 178 clients with $21M 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 $2.0M | 2.00% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.95% |
| $3.0M - $3.5M | 0.90% |
| $3.5M - $4.0M | 0.85% |
| $4.0M - $4.3M | 0.80% |
| $4.3M - $4.5M | 0.75% |
| $4.5M - $4.8M | 0.70% |
| $4.8M - $5.0M | 0.65% |
| $5.0M - $5.3M | 0.60% |
| $5.3M - $5.5M | 0.55% |
| $5.5M - $5.8M | 0.50% |
| $5.8M - $6.0M | 0.45% |
| $6M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
Glenview, IL
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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 Activities
Scott is an owner and CPA at Blersh Wiesner & Company LLP, a CPA firm. This occupies nearly full-time.
Employment History
Current Registrations
Blue Bison Investments
Previous Registrations
Wrp Investments, INC.
American General Securities Incorporated
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.
Exams
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