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bison wealth Charlotte

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532 Governor Morrison Street
Suite 200
Charlotte, NC 28211

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(704) 360-5060

[email protected]

William Grasty

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Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC. located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA/SIPC. Bison Wealth is not affiliated with Metric Financial, LLC., More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Check the background of this investment professional on FINRA’s BrokerCheck. Bison Wealth, LLC does not offer tax or legal advice.

Investment adviser representatives affiliated with Metric Financial, LLC, a FINRA member broker-dealer, will earn commissions on certain investments. This presents a conflict of interest because the representative is incentivized to earn a commission. This conflict is mitigated, however, because you are not required to engage the IAR or Metric Financial, LLC to invest in securities. To the extent your IAR is affiliated with a broker-dealer, you may request copies of the Form CRS associated with the broker-dealer to better understand fees and services and how those fees and services differ from those provided by Bison Wealth, LLC. Any fees and/or commissions billed by Metric Financial, LLC are distinct from and in addition to fees billed by Bison Wealth, LLC.

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