Perry Bean
Perry Bean is a registered investment advisor at Bishop Capital Advisors LLC, based in Boca Raton, FL, with 11 years of industry experience. Perry 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 11 clients with $33M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Portfolio management fee is negotiable.
Fee Estimator
Location
301 Yamato Road, Suite 1140, Boca Raton, FL, 33431
Get directionsHistory
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
Perry is an independent insurance agent since 2022, selling insurance products. This activity requires minimal time.
Employment History
Current Registrations
Bishop Capital Advisors LLC
Previous Registrations
Cwm, LLC
Purshe Kaplan Sterling InvestmentsBroker
Gallacher Capital Management, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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.