Bishop & Associates has offered advisory services since 1949. Bishop manages investments for individuals and institutions, including large-cap core equity and high-grade fixed income portfolios. In 2015, Bishop began offering Panoramic Portfolio Management, which focuses on risk management through multiple investment strategies across many asset classes. Bishop also provides discretionary investment advice to a Qualifying Recognised Overseas Pension Scheme (QROPS). Bishop may provide qualified clients with customized hedge fund and private equity portfolios through a relationship with Crystal Capital Partners, LLC.
Assets Under Management$110M
Clients42
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$53M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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