How does the advisor help clients – Key Takeaways:
- The advisors at BISON WEALTH, LLC are experts in wealth management, with a deep understanding of financial markets and a commitment to providing personalized solutions for each individual client.
- They offer a wide range of financial services, including investment management, retirement planning, and tax planning, to help clients achieve their financial goals.
- BISON WEALTH, LLC takes a holistic approach to financial planning, considering all aspects of a client’s financial situation and creating a tailored plan to meet their specific needs and goals.
- The firm is dedicated to transparency and communication, keeping clients informed about their investments and financial progress through regular updates and meetings.
Facts and Insights
According to the latest publicly available data, BISON WEALTH, LLC has assets under management (AUM) of $500 million and has a team of 10 advisors. The firm has been in business for 9 years and is headquartered in New York City.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | Location |
|---|---|---|---|
| $500 million | 10 | 9 years | New York City |
Financial Services Offered
BISON WEALTH, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management: BISON WEALTH, LLC creates personalized investment portfolios based on a client’s risk tolerance, investment goals, and time horizon.
- Retirement planning: The firm helps clients plan for a comfortable retirement by considering factors such as income needs, tax implications, and potential healthcare costs.
- Tax planning: BISON WEALTH, LLC works to minimize clients’ tax burden and optimize their tax efficiency through strategic planning and recommendations.
- Estate planning: The firm assists clients in creating an estate plan that ensures their assets are distributed according to their wishes and minimizes their estate tax liability.
- Insurance planning: BISON WEALTH, LLC evaluates clients’ insurance needs and helps them select the right policies to protect their financial well-being.
Client Types
BISON WEALTH, LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm also has expertise in working with millennials, women investors, and retirees.
Fees & Compensation
BISON WEALTH, LLC charges a fee based on a percentage of a client’s AUM. This fee structure incentivizes the firm to grow a client’s portfolio and aligns their interests with those of their clients. They do not receive any compensation from third-party service providers, ensuring their advice is always unbiased and in the best interest of the client.
Background
The team at BISON WEALTH, LLC is made up of highly experienced and credentialed professionals with diverse backgrounds and areas of expertise. They are committed to ongoing education and staying up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, BISON WEALTH, LLC is required to disclose any relevant information that may impact a client’s decision to work with them. Currently, there are no disclosures listed for the firm on the Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA) websites.