Robert Bishop Financial Planning & Services (RBFP) offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. RBFP also provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, budget counseling, and debt/credit planning. RBFP generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$9.5M
Clients22
Advisors1
Avg. per Client$430K
Avg. per Advisor$9.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...