Bison Wealth, LLC provides personalized investment management and financial planning services to individuals, high-net-worth families, businesses, and retirement plans. The firm offers a variety of investment solutions, including curated model portfolios, tactical strategies, third-party manager allocations, and an option-based overlay strategy through an affiliate. Clients can choose to have accounts managed on a discretionary basis (where Bison Wealth makes trades without prior approval) or a non-discretionary basis (where clients approve trades first). Bison Wealth also provides retirement plan consulting and specialized programs like "PowerMy401(k)" to help pre-retirement investors maximize their workplace retirement plans. Financial planning services cover long-term, business, estate, trust, and education finance planning.
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.