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Mary Tupper

Bison Wealth, LLC
26 Years of Experience
Huntington, NY
1 Disclosure
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Mary Tupper is a registered investment advisor at Bison Wealth, LLC, based in Huntington, NY, with 26 years of industry experience. Mary 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
60 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
—
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Location

Huntington, NY

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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.
Customer Dispute
February 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bison Wealth, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Bison Wealth, LLC
July 2023 - December 2024 · 1 yr 5 mos
Capital Group Private Client Services, INC.
July 2021 - July 2023 · 2 yrs
Capital Bank and Trust Company
March 2018 - July 2021 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC
April 2013 - February 2018 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
December 2012 - February 2018 · 5 yrs 2 mos
Deutsche Bank Securities INC.Broker
October 2009 - October 2012 · 3 yrs
Citigroup Global Markets INC.
May 2007 - September 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2009 · 2 yrs 4 mos
Citicorp Investment Services
October 2004 - May 2007 · 2 yrs 7 mos
Citicorp Investment Services
April 2002 - December 2002 · 8 mos
Citicorp Investment ServicesBroker
July 1999 - May 2007 · 7 yrs 10 mos
State Registrations3 states
CTNJNY
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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