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Perry Smith

Bison Wealth, LLC
24 Years of Experience
Atlanta, GA
1 Disclosure
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Perry Smith is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 24 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,003 clients with $2.7B in assets under management.

Bison Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
9,003 clients
Average Client Portfolio
$304K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and will not exceed 2.0% annually. Clients also pay an administrative fee of $10 per account per month.

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

Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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History

Regulatory History (1)
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.
Judgment / Lien
June 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bison Wealth, LLC
March 2026 - Present · 7 mos
Previous Registrations
Morgan Stanley
July 2024 - June 2025 · 11 mos
Morgan StanleyBroker
January 2023 - June 2025 · 2 yrs 5 mos
E*trade Securities LLCBroker
December 2013 - September 2023 · 9 yrs 9 mos
Nestwise LLC
May 2013 - September 2013 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2011 - January 2012 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - January 2012 · 1 yr
Fisher Investments
December 2007 - July 2010 · 2 yrs 7 mos
Securities America, INC.Broker
June 2006 - March 2007 · 9 mos
Suntrust Investment Services, INC.
January 2005 - April 2006 · 1 yr 3 mos
Suntrust Investment Services, INC.Broker
January 2003 - April 2006 · 3 yrs 3 mos
Cibc World Markets CORP.Broker
September 2000 - July 2001 · 10 mos
Marion Bass Securities CorporationBroker
February 1997 - September 2000 · 3 yrs 7 mos
State Registrations1 state
GA
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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