D Bishop
D Bishop is a registered investment advisor at Northpoint Wealth Financial Services, LLC, based in Tulsa, OK, with 18 years of industry experience. D operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northpoint Wealth offers investment management through two programs:
Dunham Custom Asset Allocation Program (Wrap Program) Clients pay Northpoint Wealth's advisory fee plus Dunham's program fee (0.25% annually), which includes portfolio management, brokerage, and custody services. Additional costs may include SEC fees, wire fees, and IRA custodial fees.
Altruist Model Marketplace (Non-Wrap Model Program) Clients pay Northpoint Wealth's advisory fee plus Model Marketplace fees and custodial/brokerage fees charged by Altruist Financial LLC. Model Marketplace fees vary depending on the portfolio type and account size.
Northpoint Wealth's advisory fee generally ranges up to 1.50% annually for accounts between $100,000 and $999,999 and 0.75% annually for accounts of $1,000,000 or more. The firm may aggregate household assets to qualify for lower fees.
Location
Tulsa, OK
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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 ActivitiesSells Insurance
D is involved with several outside business activities. D is affiliated with Northpoint Wealth Insurance Design, LLC, a life and health insurance agency (about 10% of their time), Family Wealth Consortium as a management and accounting consultant (5% of their time), ParentCare Institute as a consultant (5% of their time), and Kathryn Bishop LLC as a business manager (minimal time).
Employment History
Current Registrations
Northpoint Wealth Financial Services, LLC
Previous Registrations
Vsr Advisory Services
Qa3 Financial LLC
Summit Financial Group INC
State Registrations1 state
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.