Advisor at Bisonwood Financial Management
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Firm
Bisonwood Financial Management
Location
Tyler, TX 75703
Credentials
CFA®, Series 65
Industry experience
17 years
Jason Traff is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Bisonwood Financial Management since 2013. Outside of his advisory role, he is involved in angel investing that has led to an ongoing corporate position. Bisonwood Financial Management is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, retirement plans, and trusts. The firm employs an asset allocation approach based on Modern Portfolio Theory, primarily using low-cost ETFs, and maintains discretionary trading authority with strategies that include long-term purchases as well as short-term trading when appropriate.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Firm is strictly fee-only; no commissions or finder's fees
6760 Old Jacksonville Hwy, Suite 105
Tyler, TX 75703
Texas
Bisonwood Financial Management
2013 - Present (13 years)
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Other specialized services
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