Bishopsgate Investment Company

Fee-Only (% of Portfolio)Fixed/Hourly

Bishopsgate Investment Company offers financial advice and portfolio management services. They design structured portfolios to enhance performance relative to investment indexes. Services range from short-term consultation to ongoing investment management. Bishopsgate's services are available on an as-needed basis or through a personalized management relationship. Fees are negotiable.

Assets Under Management$1.6M
Clients2
Advisors1
Avg. per Client$790K
Avg. per Advisor$1.6M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.40%
$1M+0.15%

Fees are negotiable. Additional hourly fees may apply if derivative securities are used.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Bishopsgate Investment Company | TrueAdvisor