Henry Kwiecinski is a registered investment advisor at Bishop & Associates INC, based in Philadelphia, PA, with 14 years of industry experience. Henry 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.50% |
An additional 0.5% fee is charged for the options overlay program. Fees may be subject to negotiation.
Fee Estimator
Location
1900 Market Street, Fl 8, Philadelphia, PA, 19103
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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
Bishop & Associates INC
Previous Registrations
Bishop & Associates INC
Bishop & Associates INC
Bishop & Associates INC
State Registrations1 state
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