NB
CFA
NB
CFA

Nathan Andrew Bishop

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
414 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

221 East 4th Street, Suite 2850, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Opus Capital Management
November 2015 - Present · 10 yrs 3 mos
Previous Registrations
Haberer Registered Investment Advisor INC
September 2008 - October 2013 · 5 yrs 1 mo
State Registrations9 states
CAFLILINKYMINYOHTX
Advisor
Exams
No exam information available for this advisor.