Bison Investment Advisors offers customized investment management services tailored to individual client needs, including allocations to cash, fixed income, equity, and alternative investments. They may recommend unaffiliated advisors for managing client assets. The firm also provides financial planning reports on a complimentary basis, covering various financial aspects. Bison Investment Advisors also assists employers in designing and maintaining qualified retirement plans.
Assets Under Management$160M
Clients165
Advisors3
Avg. per Client$950K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable. Does not include trading fees, custodian fees, or performance reporting fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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