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  • info@bisonwealth.com
  • 3550 Lenox Rd NE Suite 2550 Atlanta, Georgia 30326

IMPORTANT DISCLOSURES

*The above testimonies are from actual clients. No compensation was paid for the testimony.

Industry studies show that professionally managed 401(K)s on average earn 3.32% more than participant managed according to the “Help in Defined Contribution Plans” report conducted by AON Hewitt. Bison does not warrant or guarantee that your account will experience positive gains or similar results as those noted in the study.

Bison is paid an annual advisory fee of .75% paid from the funds in which the 401(k) is invested. Bison’s fee is approximately 32% below the national average per Kitces Research. Bison doesn’t charge any additional fees. Other fees apply. For additional information about Bison’s services and fees, see Bison’s disclosure brochure found at Form ADV.

Advisory services provided by Bison Wealth, LLC an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are provided pursuant to an Investment Advisory Agreement and suitability review. The information contained herein is for general information purposes only and should not be deemed an offer or solicitation of an investment product or service. We do not share, sell, or disclose your mobile information or SMS opt-in consent to any third parties or affiliates for marketing or promotional purposes. Not all products and services offered by Bison are suitable for all investors. All investments contain risks to include the total loss of invested principal. The information is believed to be reliable but has not been independently verified and may change without notice. Bison does not provide tax, legal or insurance advice. Investors should consult with their financial, tax or legal adviser before investing. Additional information about Bison can be found at Form ADV | Form CRS | Privacy Policy

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