James Bishop is a registered investment advisor at Eagle Eye Advisory LLC, based in Naples, FL, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 116 clients with $98M 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 $500K | 0.80% |
| $500K+ | 0.72% |
Fees for portfolio management services typically range from 0.72% to 1.0% per year, depending on the size and complexity of the client(s) account. In most cases the fee is 1% per year, or ¼% per quarter.
Fee Estimator
Location
Naples, FL
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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
Eagle Eye Advisory LLC
Previous Registrations
Foreside Financial Services, LLCBroker
Ifs Fund Distributors, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Banc One Securities CorporationBroker
Bisys Fund Services Limited PartnershipBroker
State Registrations2 states
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.