Michael Bishop
Michael Bishop is a registered investment advisor at Bishop & Company Investment Management, LLC, based in Erie, PA, with 1 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 204 clients with $390M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $3.0M | 0.75% |
| $3.0M - $3.5M | 0.70% |
| $3.5M - $4.0M | 0.65% |
| $4.0M - $4.5M | 0.60% |
| $4.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees over $10,000,000 are negotiable.
Fee Estimator
Location
1250 Tower Lane, Suite 101, Erie, PA, 16505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bishop & Company Investment Management, LLC
State Registrations1 state
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