Blake Schaper is a registered investment advisor at Bison Wealth, LLC, based in Atlanta, GA, with 8 years of industry experience. Blake 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
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326
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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
Blake is a managing member and director of planning at Mountain Crypto Advisers, LLC, a crypto financial planning firm, spending a few hours per week. He is also a managing member at Brookhaven Tax & Accounting Professionals, LLC, and co-founder/CFO of Armis Strategies, LLC, a licensed insurance agency selling life and annuity products, dedicating a few hours per week to each. Additionally, Blake serves as an Army Aviator in the Georgia Army National Guard.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Advocacy Wealth Management, LLC
State Registrations1 state
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