Black Bishop Financial Group offers ongoing portfolio management services based on clients' individual goals, risk tolerance, and time horizon. Black Bishop creates an Investment Policy Statement for each client and requests authority to make trades without asking first. Black Bishop also offers retirement plan consulting services to qualified retirement plans and their fiduciaries.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Client fees are negotiable between the Representative and the Client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...