Elio Chiarelli is a registered investment advisor at Bison Wealth, LLC, based in Gainesville, FL, with 15 years of industry experience. Elio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning. Their firm serves 3,152 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bison Wealth charges an advisory fee based on a percentage of the value of your account. The exact percentage is negotiable but will not exceed 2.0% annually. This fee covers investment advice and account servicing. Clients participating in the Overlay Program will be charged an additional fee not exceeding 1% of the Overlay Value. If third-party managers are used, clients will pay separate fees to those managers.
Location
4061 NW 43rd Street, Suite 16, Gainesville, FL, 32606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elio is an independent insurance agent since 2007 and owns real estate rental properties since 2011, dedicating minimal time to the latter. Since March 2023, Elio also works as a portfolio manager for Liquid Strategies, spending about a quarter of his time managing investment fund portfolios and delivering strategies to clients.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Bison Wealth, LLC
Ifp Securities, LLCBroker
LPL Financial LLC
Independent Financial Partners
LPL Financial LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.