JT Bishop provides portfolio management services, specializing in large capitalization American stocks. They offer management services for individual client funds, allowing clients to impose restrictions on investments. JT Bishop manages three portfolios: The JT Bishop Fund, The Everyday Fund and the JFK Wealth Fund, primarily designed for institutional investors. All client funds will be managed on a discretionary basis.
Assets Under Management$750K
Clients1
Advisors1
Avg. per Client$750K
Avg. per Advisor$750K
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. There is also an initial charge of 0.25% upon portfolio placement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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