Mars Bishop is a CFA-designated registered investment advisor at Blue Fin Capital, INC., based in Providence, RI, with 29 years of industry experience. Mars operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 418 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 0.85% |
Existing clients are grandfathered in under their old fee schedule.
Fee Estimator
Location
10 Weybosset Street, Suite 302B, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Blue Fin Capital, INC.
State Registrations1 state
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