Jason Traff is a CFA-designated registered investment advisor at Bisonwood Financial Management, based in Tyler, TX, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
If regular monthly deposits or contributions are made into an account while the sum value of that and related accounts is under $1,000,000, Bisonwood will lower its annual fee to 1.00%.
Fee Estimator
Location
6760 Old Jacksonville Hwy, Suite 105, Tyler, TX, 75703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bisonwood Financial Management
State Registrations1 state
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