John Picardi
John Picardi is a registered investment advisor at Bison Wealth, LLC, based in Dallas, GA, with 21 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. 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
Dallas, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Regulatory
May 1996Other Business ActivitiesSells Insurance
John is an investment advisor representative (IAR) with Bison Wealth, LLC DBA John Picardi & Associates since June 2022, spending nearly full-time managing client accounts. He also works as an agent selling fixed/traditional insurance products for two companies, dedicating a few hours per week to each.
Employment History
Current Registrations
Bison Wealth, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Bison Wealth, LLC
Metric Financial, LLCBroker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations6 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
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