Richard Mcgrath
Richard Mcgrath is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 18 years of industry experience. Richard 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
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2012Regulatory
April 2012Other Business ActivitiesSells Insurance
Richard is a board member for We Promise Foundation and Old Dominion University Athletic Foundation, dedicating minimal time and a few hours per week, respectively. He is also the Founder and CEO of Dominion Financial Solutions, Inc., where he provides investment advisory services and sells fixed insurance products, taking nearly full-time hours.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Brokers Financial
Rauch Advisory LLC
Deeproot Wealth Advisors, LLC
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
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.