JB
JB

James Bishop

14 Years of Experience
Katy, TX

James Bishop is a registered investment advisor at Dark Horse LLC, based in Katy, TX, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.5M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$245K average
Assets Under Management
$1.5M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Dark Horse's investment management fees are based on the value of your investments and are paid quarterly, in advance. The fees range from 0.30% to 2.00% per year, depending on the size and complexity of your account. Fees may be negotiable.

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Location

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
Dark Horse LLC
May 2011 - Present · 15 yrs
State Registrations1 state
TX
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.
James Bishop - Financial Advisor | TrueAdvisor