Bison Investment Advisors Fees & Minimum

Overview

Headquarters: The Woodlands, TX
Total Firm Assets: $158 million
Average High-Net-Worth Client Portfolio Size: $1.3 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: FORM ADV (PART 2A 2B) - BISON INVESTMENT ADVISORS, LLC (2026-10-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.00%
$500,001	$1,000,000	1.75%
$1,000,001	and above	1.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$18,750	1.88%
$5 million	$78,750	1.58%
$10 million	$153,750	1.54%
$50 million	$753,750	1.51%
$100 million	$1,503,750	1.50%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 49.77%
Number of High-Net-Worth Clients: 59
Total Client Accounts: 304
Discretionary Accounts: 304

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 149775

FORM ADV (PART 2A 2B) - BISON INVESTMENT ADVISORS, LLC (2026-10-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Bison Investment Advisors, LLC