Advisor at Bison Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bison Wealth, LLC
Location
Pembroke Pines, FL
Credentials
Series 65
Industry experience
< 1 year
Antonio Ladron De Guevara is a financial advisor at Bison Wealth, LLC, holding a Series 65 credential. He has experience working at Bison Wealth since 2024 and previously held roles at Makoto, Katsuya, Novikov Miami, Palmar, One Door East, and Juvia Miami Beach. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, trusts, estates, and charitable organizations, as well as other financial advisers. The firm offers discretionary and non-discretionary portfolio management and employs multi-manager investment strategies with tactical and strategic allocations.
Based on Bison Wealth, LLC
Based on Bison Wealth, LLC
Financial planning fees may be fixed fees as agreed
Negotiable, up to 2.0% annually; may be fixed percent or tiered rates applied to different tranches of account value
Financial planning fees may be charged on an hourly basis as agreed
Minimum fee: $120 annually ($10 per month) administrative service fee per account, charged under certain circumstances Fee-only: Financial planning fees charged separate from advisory fees; can be fixed fee or hourly, monthly or quarterly basis as agreed in Financial Planning Agreement
Pembroke Pines, FL
Florida
Bison Wealth
2026 - Present (1 year)
Bison Wealth
2024 - 2026 (2 years)
Makoto
2020 - 2025 (5 years)
Katsuya
2019 - 2020 (1 year)
Novikov Miami
2018 - 2019 (1 year)
Palmar
2017 - 2018 (1 year)
One Door East
2016 - 2017 (1 year)
Juvia Miami Beach
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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