Bisonwood Financial Management focuses on managing investments based on each client's individual needs. They use asset allocation strategies influenced by Modern Portfolio Theory to balance risk and reward. Bisonwood is a fee-only firm, meaning they don't sell commissioned products or accept commissions or finder's fees. They provide financial planning services to investment management clients, but don't give advice on matters unrelated to securities.
Assets Under Management$62M
Clients28
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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% |
If regular monthly deposits or contributions are made into an account while the sum value of that and related accounts is under $1,000,000, Bisonwood will lower its annual fee to 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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