David Turner
David Turner is a CFP-designated registered investment advisor at Bison Investment Advisors, LLC, based in The Woodlands, TX, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 165 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable. Does not include trading fees, custodian fees, or performance reporting fees.
Fee Estimator
Location
10055 Grogans Mill, Suite 120, The Woodlands, TX, 77380
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 ActivitiesSells Insurance
David is an independent life insurance agent, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
Bison Investment Advisors, LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
PFS Investments INC.Broker
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.