Bishop & Associates INC
Assets Under Management
$103.6M
Number of Clients
42
Number of Advisors
2
Avg. Portfolio per Client
$2.5M
Avg. Managed per Advisor
$51.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Bishop & Associates offers investment advice to individuals and institutions. Bishop manages investments in-house with large-cap core equity and high-grade fixed income portfolios. Bishop also offers Panoramic Portfolio Management, which uses multiple investment strategies across many asset classes, including non-publicly traded assets, options, hedge funds, private debt, and private equity investments for qualified investors. Bishop may recommend investments in Crystal Funds, which are customized hedge fund and private equity portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.50% |
An additional 0.5% fee is charged for the options overlay program. Fees may be subject to negotiation.
Fee Estimator
Areas of Practice
Location
1900 Market Street, Fl 8, Philadelphia, PA, 19103