Bishop Capital Advisors offers wealth management services, including investment management, ongoing wealth planning, and personal CFO services. They also provide financial planning services on a project or ongoing basis, tailored to individual needs. Bishop Capital Advisors may use sub-advisers to manage portions of client accounts. They also offer services for accounts not directly held in their custody, such as 401(k)s.
Assets Under Management$33M
Clients11
Advisors1
Avg. per Client$3M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Portfolio management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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