Advisor at Bison Creek Wealth Management LLC
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Firm
Bison Creek Wealth Management LLC
Location
Forest, VA
Credentials
Series 65, Series 66
Industry experience
13 years
Jeffery Bruce is a financial advisor at Bison Creek Wealth Management LLC with 13 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Edward Jones and Permanens Capital L.P. since 2018. Bison Creek Wealth Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a long-term investment approach combining fundamental analysis, modern portfolio theory, and quantitative and technical methods, managing approximately $271.6 million in assets across about 76 client relationships.
$0 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.55% $20,000,001+: 0.50%
Forest, VA
Colorado · Virginia
Bison Creek Wealth Management LLC
2021 - Present (5 years)
Permanens Capital L.P.
2018 - Present (8 years)
Edward Jones
2009 - 2018 (9 years)
Edward Jones
2009 - 2018 (9 years)
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Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
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