Lane Turner
Advisor at Bison Wealth, LLC
Updated today
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.
About
Lane Turner is a financial advisor at Bison Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously served 25 years in the United States Army before transitioning to wealth management roles at Advocacy Wealth Management and Armís Advisers LLC. Turner is also the owner of Armis Strategies, LLC, a licensed insurance agency specializing in life and annuity insurance products. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and employs a multi-manager approach with strategic and tactical allocations, including access to alternative investments and an option-based Overlay Strategy.
Client services
Based on Bison Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Bison Wealth, LLC
Options & derivatives strategies
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Wealth management
Fee options
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
Location
3550 Lenox Road Ne, Suite 2550
Atlanta, GA 30326
Most active in
Lane T has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Bison Advisors
2021 - Present (5 years)
Armis Strategies, LLC
2019 - Present (7 years)
Armís Advisers LLC
2018 - 2021 (3 years)
Advocacy Wealth Management
2016 - 2018 (2 years)
United States Army
1991 - 2016 (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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