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. 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
Brooksville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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