Stephen Bishop
Stephen Bishop is a registered investment advisor at Raymond James (USA) LTD, based in New Minas, Nova Scotia, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B 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 $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
8903 Commercial Street, New Minas, Nova Scotia, B4N 3E1
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
Stephen is a financial advisor with Raymond James Ltd and is licensed with Raymond James Financial Planning Ltd, focusing on insurance solutions. He also owns 3137972 Nova Scotia Limited, a holding company for his real estate, and Stephen Bishop Financial Services Inc., which holds a corporate life license for insurance sales.
Employment History
Current Registrations
Raymond James (USA) LTD
Raymond James (USA) LTD.
Raymond James (USA) LTD.Broker
Previous Registrations
Raymond James (USA) LTD
State Registrations12 states
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