Russell Harris
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. 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
21800 Haggerty Rd., Suite 102, Canton, MI, 48188
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other 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
Previous Registrations
Apogee Wealth Management
Truadvice LLC
Brookstone Capital Management LLC
Puritan Brokerage Services, INC.Broker
Puritan Wealth Management Group
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Girard Securities, INC.
Girard Securities, INC.Broker
Focus Financial Wealth Management, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Royal Alliance Associates, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.