Elio Chiarelli
Elio Chiarelli is a registered investment advisor at Bison Wealth, LLC, based in Gainesville, FL, with 15 years of industry experience. Elio 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.
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
4061 NW 43rd Street, Suite 16, Gainesville, FL, 32606
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Elio is an independent insurance agent since 2007 and owns real estate rental properties since 2011, dedicating minimal time to the latter. Since March 2023, Elio also works as a portfolio manager for Liquid Strategies, spending about a quarter of his time managing investment fund portfolios and delivering strategies to clients.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Bison Wealth, LLC
Ifp Securities, LLCBroker
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
State Registrations3 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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