John Bishop is a registered investment advisor at Bishop Financial Services LLC, based in Naperville, IL, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $4.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for the 'No Margin Fund'. The 'High Performance Fund' charges 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.
Fee Estimator
Location
2951 Gypsum Circle, Naperville, IL, 60564
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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.
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Current Registrations
Bishop Financial Services LLC
State Registrations1 state
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