GV
GV

Gary Votto

14 Years of Experience
Philadelphia, PA
1 Disclosure

Gary Votto is a registered investment advisor at Bishop & Associates INC, based in Philadelphia, PA, with 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
42 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$106.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2.0M - $4.0M1.00%
$4M+0.50%

An additional 0.5% fee is charged for the options overlay program. Fees may be subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1900 Market Street, Fl 8, Philadelphia, PA, 19103

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
December 1988
Final
Other Business Activities

Gary is a Managing Member of a Commodity Pool through Bishop Capital Advisers, LLC since 2018, dedicating about a quarter of his time. He is also a Manager for PHL Futures, LLC, an introducing broker, spending about a quarter of his time on trading activities.

Employment History
Current Registrations
Bishop & Associates INC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Bishop & Associates INC
February 2019 - December 2022 · 3 yrs 10 mos
Kingsview Asset Management, LLC
March 2014 - January 2019 · 4 yrs 10 mos
Capital Growth Financial, LLCBroker
August 2004 - December 2005 · 1 yr 4 mos
Peregrine Financials & Securities, INC.Broker
June 2003 - December 2003 · 6 mos
Nutmeg Securities, LTD.Broker
May 2002 - May 2003 · 1 yr
Prudential Securities IncorporatedBroker
July 1997 - October 1997 · 3 mos
Carroll Mcentee & Mcginley IncorporatedBroker
August 1989 - August 1990 · 1 yr
Cm&m Futures INC.Broker
August 1989 - August 1990 · 1 yr
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.