Bethany Wheeler is a registered investment advisor at Bison Wealth, LLC, based in Woodstock, GA, with 4 years of industry experience. Bethany 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
Woodstock, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bethany is the owner of Fiduciary Management Solutions, LLC, an investment-related consulting business. This activity is nearly full-time.
Employment History
Current Registrations
Bison Wealth, LLC
Previous Registrations
Advocacy Wealth Management, LLC
State Registrations1 state
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