Bison Wealth Management provides investment advice and manages accounts for individuals, high net worth individuals, and trusts. Bison Wealth Management creates customized portfolios based on your financial situation, investment goals, and risk tolerance. They monitor your account, trade as necessary, and communicate regularly with you. Bison Wealth Management uses both fundamental and technical analysis in pursuing clients’ investment objectives.
Assets Under Management$9.7M
Clients7
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$9.7M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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