Raymond Hansen is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 21 years of industry experience. Raymond 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
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
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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
Raymond has been an independent insurance agent in Iowa since 2003, selling various insurance products including UL, IUL, VUL, Term, and DI.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Bison Wealth, LLC
Ifp Securities, LLCBroker
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations2 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.