Bison Wealth Fees & Minimum

Overview

Headquarters: Atlanta, GA
Total Firm Assets: $2.7 billion
Average High-Net-Worth Client Portfolio Size: $0.3 million

Fee Disclosure

Source: BISON WEALTH ADV 2A (2026-09-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	Up to 2.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,000	2.00%
$5 million	$100,000	2.00%
$10 million	$200,000	2.00%
$50 million	$1,000,000	2.00%
$100 million	$2,000,000	2.00%

Estimates use the disclosed maximum. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 63.00%
Number of High-Net-Worth Clients: 5,877
Total Client Accounts: 9,003
Discretionary Accounts: 8,992
Non-Discretionary Accounts: 11

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 299805

BISON WEALTH ADV 2A (2026-09-30) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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Bison Wealth, LLC