Michael Bishop
Michael Bishop is a CFP-designated registered investment advisor at Bishop & Company Investment Management, LLC, based in Erie, PA, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 209 clients with $440M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $3.0M | 0.75% |
| $3.0M - $3.5M | 0.70% |
| $3.5M - $4.0M | 0.65% |
| $4.0M - $4.5M | 0.60% |
| $4.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable. The firm also honors legacy fee structures for certain clients.
Fee Estimator
Location
1250 Tower Lane, Suite 101, Erie, PA, 16505
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
Bishop & Company Investment 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.
Exams
More Advisors
- Michael Bishop, CFABishop & Company Investment Management, LLC
- Michael Sergi, CFPAmeriprise Financial Services, LLC
- Paul Hakel, CFPNewedge Advisors
- Ryan Williams, CFP, ChFCElite Life Management LLC
- Christopher Mcgoldrick, CFAHaverford Wealth Management, LLC
- Scott Cross, CFAHbks Wealth Advisors