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Russell Harris

Bison Wealth, LLC
22 Years of Experience
Canton, MI
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Russell Harris is a registered investment advisor at Bison Wealth, LLC, based in Canton, MI, with 22 years of industry experience. Russell 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

21800 Haggerty Rd., Suite 102, Canton, MI, 48188

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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
October 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Russell is an insurance agent for Apogee Insurance Services, dedicating about half of his time to insurance sales since September 2023. He also serves as a lead educator and board member for Financial Educators Network, spending about 10-20% of his time providing financial education.

Employment History
Current Registrations
Bison Wealth, LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Apogee Wealth Management
October 2023 - March 2026 · 2 yrs 5 mos
Truadvice LLC
February 2022 - November 2023 · 1 yr 9 mos
Brookstone Capital Management LLC
September 2019 - February 2022 · 2 yrs 5 mos
Puritan Brokerage Services, INC.Broker
February 2019 - March 2019 · 1 mo
Puritan Wealth Management Group
February 2019 - March 2019 · 1 mo
G.F. Investment Services, LLCBroker
April 2016 - February 2019 · 2 yrs 10 mos
Global Financial Private Capital, LLC
April 2016 - February 2019 · 2 yrs 10 mos
J.P. Morgan Securities LLC
June 2013 - April 2016 · 2 yrs 10 mos
J.P. Morgan Securities LLCBroker
May 2013 - April 2016 · 2 yrs 11 mos
Girard Securities, INC.
February 2013 - May 2013 · 3 mos
Girard Securities, INC.Broker
January 2013 - May 2013 · 4 mos
Focus Financial Wealth Management, INC.
November 2012 - February 2013 · 3 mos
Invest Financial Corporation
October 2012 - February 2013 · 4 mos
Invest Financial CorporationBroker
October 2012 - February 2013 · 4 mos
Cco Investment Services CORP.
January 2008 - October 2012 · 4 yrs 9 mos
Cco Investment Services CORP.Broker
January 2008 - October 2012 · 4 yrs 9 mos
Royal Alliance Associates, INC.Broker
June 2007 - February 2008 · 8 mos
Chase Investment Services CORP.
October 2005 - May 2007 · 1 yr 7 mos
Chase Investment Services CORP.Broker
October 2005 - May 2007 · 1 yr 7 mos
American Express Financial Advisors INC.Broker
July 2002 - September 2004 · 2 yrs 2 mos
Ids Life Insurance CompanyBroker
July 2002 - September 2004 · 2 yrs 2 mos
State Registrations1 state
MI
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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