Valeri Bishop
Valeri Bishop is a registered investment advisor at Wellspring Wealth Management LLC, based in Alpharetta, GA, with 31 years of industry experience. Valeri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 278 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellspring Wealth Management's investment advisory fees range from 0.25% to 1.50% annually, billed quarterly in advance. The exact fee depends on the complexity of services, the level of assets managed, and the overall relationship. Fees are negotiable and may be higher for accounts with multiple objectives, specific reporting requirements, or portfolio restrictions. Clients may incur additional charges from custodians, mutual funds, and investment managers. The firm also offers a wrap fee program through LPL Financial.
Location
11720 Amber Park Dr, Ste 150, Alpharetta, GA, 30009
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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 →Other Business Activities
Valeri is an Investment Adviser Representative at Wellspring Wealth Management LLC since 2018, dedicating nearly full-time hours to this role. Valeri also owns a short-term vacation rental property in Cleveland, GA since 2014.
Employment History
Current Registrations
Wellspring Wealth Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Compulife Investor Services, INC.Broker
Bank South Investment Services, INC.Broker
Bhcm INC.Broker
Gna Securities, INC.Broker
Painewebber IncorporatedBroker
Chatfield Dean & CO., INC.Broker
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.