John Bishop is a registered investment advisor at Wellington Capital Advisors, LLC, based in San Francisco, CA, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $29M 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 | 1.00% |
This fee applies to Basic ETF Strategies. ETF Strategies (with options writing overlay) and Single Stock Strategies (with options writing overlay) are charged 2.00% annually.
Fee Estimator
Location
580 California Street, Suite 1200, San Francisco, CA, 94104
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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
Wellington Capital Advisors, LLC
Previous Registrations
Wellington Capital Advisors, LLC
Bishop Wealth Management, 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.