Bishop & Company is a fee-only investment management firm. Bishop & Company offers discretionary investment management to individuals, trusts, estates, foundations, and retirement plans. Bishop & Company also provides investment consulting for plan sponsors of participant-directed retirement plans. Bishop & Company does not receive any compensation from brokers, mutual funds, or ETF companies.
Assets Under Management$390M
Clients204
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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