RB
RB
Robert Bishop
19 Years of Experience
Tampa, FL
1 Disclosure
Robert Bishop is a registered investment advisor at Robert Bishop Financial Planning & Services, based in Tampa, FL, with 19 years of industry experience. Robert 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 2 more. Their firm serves 22 clients with $9.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$430K average
Assets Under Management
$9.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4326 El Prado Blvd., Suite #3, Tampa, FL, 33629
Get directionsHistory
Regulatory History (1)
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Regulatory
December 2016Final
Employment History
Current Registrations
Robert Bishop Financial Planning & Services
November 2006 - Present · 19 yrs 6 mos
State Registrations1 state
FL
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.