Assets Under Management
$2.8B
Number of Clients
3,152
Number of Advisors
45
Average Client AUM
$873K
AUM per Advisor
$61.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bison Wealth offers curated investment solutions, overlay strategies, and financial planning services. They manage portfolios using stocks, bonds, ETFs, and mutual funds, and may use alternative investments. Services are tailored to client needs with discretionary or non-discretionary options.
3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326