Bisonwood Financial Management is a registered investment advisor founded in 2005, specializing in customized investment and portfolio management for individuals, high net-worth individuals, trusts, and retirement plans. Bisonwood builds diversified portfolios grounded in Modern Portfolio Theory, focusing on asset allocation across various asset classes including stocks, bonds, real estate, and commodities. Operating strictly as a fee-only firm, Bisonwood does not sell commissioned products or accept referral fees, ensuring alignment of interests with clients. The firm has the authority to make trades without asking first on a discretionary basis, though it maintains a small number of legacy non-discretionary accounts. Bisonwood tailors its investment strategies to each client's specific risk tolerance and financial goals, utilizing low-cost exchange-traded funds and individual securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Annual fee is reduced to 1.00% if regular monthly deposits are made while the sum value of related accounts is under $1,000,000. Fees are retroactive to the first dollar invested.