Justin Boller is a CFA-designated registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 12 years of industry experience. Justin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and will not exceed 2.0% annually. Clients also pay an administrative fee of $10 per account per month.
Fee Estimator
Location
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
Get directionsHistory
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
Justin is a member of Bison Holdings, LLC, involved in business development, advisor relations, and investment support, spending about a quarter to half his time. He also works with Liquid Strategies, LLC on strategy and business development, dedicating about 10-20% of his time.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Liquid Strategies, LLC
Advocacy Wealth Management, LLC
Invesco Advisers, INC.
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.
Exams
More Advisors
- Michelle MangumBison Wealth, LLC
- Victor Wilkerson, CFP, ChFCBison Wealth, LLC
- John Williams, CFPBison Wealth, LLC
- Ronald SavareseBison Wealth, LLC
- Lauren Baccari, CFPHb Wealth
- Dean Morris, CFACornerstone Investment Partners, LLC