Welsford Bishopric is a registered investment advisor at Hyperion Management Holdings, LLC, based in Eden, NC. Welsford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 2 more. Their firm serves 4 clients with $2.5M 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 | 2.00% |
Qualified clients may choose a performance-based structure charging 2.00% annually plus a 20.00% performance fee on capital appreciation subject to a high water mark. Fees are generally negotiable.
Fee Estimator
Location
413 Church Street, Suite 108, Eden, NC, 27288
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 →Employment History
Current Registrations
Hyperion Management Holdings, LLC
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.