Advisor at Bison Wealth, LLC
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Firm
Bison Wealth, LLC
Location
Atlanta, GA 30326
Credentials
Series 63, Series 65
Industry experience
42 years
Ronald Savarese is a financial advisor with Bison Wealth, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Bison Wealth since 2014 and previously spent three years with Sterne Agee Financial Services. Outside of his advisory role, he is involved in publishing through Home Planet Publishing, Inc., where he publishes books authored by himself and family members. Bison Wealth serves a diverse client base including individuals, family offices, pension plans, corporations, and charitable organizations. The firm employs multi-manager portfolios with tactical and strategic allocations and offers both discretionary and non-discretionary management, along with access to alternative investments and a distinctive option-based Overlay Strategy.
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
3550 Lenox Road Ne, Suite 2550
Atlanta, GA 30326
Georgia
Bison Wealth, LLC
2014 - Present (12 years)
Sterne Agee Financial Services
2014 - 2017 (3 years)
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Bank
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Trust company
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Real estate agent
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Other specialized services
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