Bison Creek Wealth Management offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and manage investments with discretionary authority. BCWML also provides consulting services to pension and employee benefit plans, including 401(k) plans. They generally limit their investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$270M
Clients78
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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