Bison Capital Advisors, LLC

Bison Capital Advisors, LLC is a registered investment adviser based in Oklahoma City, offering a wrap fee program for clients seeking investment advisory services. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients can expect tailored investment strategies aligned with their financial goals, risk tolerance, and time horizons. The wrap fee program allows clients to pay a single fee covering advisory services and custodial transaction costs, with our firm absorbing individual transaction charges. The fee schedule varies based on the type of assets managed, with annualized fees billed quarterly. The minimum account balance required for the Wrap Asset Management service is $500,000. The firm's in-house licensed investment adviser representatives manage all accounts, conducting fundamental analysis and asset allocation to balance risk and reward. Clients have the freedom to place reasonable restrictions on their portfolios. The firm does not charge performance-based fees and does not recommend other wrap fee programs. Clients can contact their portfolio managers directly with any questions or concerns. Bison Capital Advisors maintains high ethical standards, with a Code of Ethics ensuring fair and transparent practices. The firm conducts regular reviews of client accounts and does not pay referral fees. Financial information is not provided as the firm meets specific criteria ensuring financial stability and client protection.