MB
CFA
MB
CFA
Michael Bishop
22 Years of Experience
Erie, PA
1 Disclosure
Michael Bishop is a CFA-designated registered investment advisor at Bishop & Company Investment Management, LLC, based in Erie, PA, with 22 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, Tax Planning. Their firm serves 209 clients with $440M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
209 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$440.8M
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 for accounts over $10,000,000 are negotiable. The firm also honors legacy fee structures for certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1250 Tower Lane, Suite 101, Erie, PA, 16505
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2010Final
Employment History
Current Registrations
Bishop & Company Investment Management, LLC
August 2010 - Present · 16 yrs 2 mos
Previous Registrations
Wedgewood Investors INC
February 2002 - December 2008 · 6 yrs 10 mos
State Registrations1 state
PA
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.
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