Bison Wealth offers various advisory services and investment programs to help clients achieve their financial goals. These services include curated investment solutions, overlay strategies, and third-party manager options. Bison also provides financial planning services, which may be included with portfolio management or offered separately. Client accounts can be managed with or without discretion, depending on the client's preference.
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.