Bison Financial Group (BFG) offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. BFG provides discretionary investment advisory services through managed account programs. Clients can restrict investments in certain securities.
Assets Under Management$96M
Clients275
Advisors4
Avg. per Client$350K
Avg. per Advisor$24M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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