Victor Wilkerson is a CFP, ChFC-designated registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 28 years of industry experience. Victor 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor is the founder of Trinity Street Financial and President of Armis Strategies, both insurance general agencies. He is also a Partner and President at Bison Advisors, an investment advisory firm, dedicating about half his time to these roles.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Bison Wealth, LLC
American Global Wealth Management, INC.Broker
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Advocacy Wealth Management, LLC
Certus Investment Advisors, LLC
Sage Capital Holdings, LLC
Sage Southeastern Securities, INC.
Certussecurities, INC.Broker
First Legacy Securities, LLCBroker
First Legacy Securities, LLC
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Ftb Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Vestax Securities CorporationBroker
Olde Discount CorporationBroker
State Registrations3 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.