Bishop Financial Services LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. Bishop Financial Services creates an Investment Policy Statement for each client. Bishop Financial Services generally limits its investment advice to equities, ETFs (including ETFs in the gold and precious metal sectors) and non-U.S. securities. Bishop Financial Services requires discretionary authority from clients in order to select securities and execute transactions without permission from the client prior to each transaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is for the 'No Margin Fund'. The 'High Performance Fund' charges 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are generally negotiable.