Jacob Duvall is a registered investment advisor at Bison Wealth, LLC, based in Kennesaw, GA, with 7 years of industry experience. Jacob 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
Kennesaw, GA
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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
Jacob works as a Settlement Consultant with Mirena & Co. (about full-time), a Partner with Trinity Street Financial (a few hours per week), and the Director of Settlement Planning with Armis Strategies, LLC (full-time). All three roles involve providing insurance and financial planning services.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Advocacy Wealth Management, LLC
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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