Brian Mcginnis is a registered investment advisor at Bison Wealth, LLC, based in Brooksville, FL, with 13 years of industry experience. Brian 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
Brooksville, FL
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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 Activities
Brian is the owner of Serve and Protect Financial, Inc. (since 2013) and President of Capital Defender Advisors, Inc. (since 2023), both S-Corporations. These names are also registered as DBAs for Bison Wealth, LLC, where Brian is an Investment Adviser Representative/Managing Director.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Bison Wealth, LLC
The Pacific Financial Group, INC.
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
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.
Exams
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