How does the advisor help clients – Key Takeaways:
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is a reputable financial management firm that provides tailored solutions to its clients to help them achieve their financial goals. The company prides itself on its expertise in financial planning, investment management, and wealth management. They work closely with their clients to understand their unique needs and develop personalized strategies to help them reach their financial milestones.
Facts and Insights
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC has been in business for over 15 years, providing top-notch financial services to its clients. The firm is composed of a team of experienced financial advisors who have a deep understanding of the financial market and are constantly keeping up with the latest trends and developments. The company takes a holistic approach to financial management and believes in building long-term relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15 years+ |
Financial Services Offered
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. They specialize in financial planning, investment management, and wealth management. Other services include retirement planning, tax planning, estate planning, and insurance solutions. They also provide guidance on college savings and charitable giving.
Client Types
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC caters to a variety of clients including individuals, families, and businesses. Their services are suited for high-net-worth individuals, corporate executives, and retirees. They also work with small business owners and institutions such as foundations and endowments.
Fees & Compensation
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC believes in transparent and fair fee structures for their clients. They charge a percentage of assets under management as their fee, which may vary depending on the services provided. The company does not receive any commissions or incentives for recommending specific products to their clients, ensuring unbiased recommendations.
Background
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC was founded by John Bishop, an experienced financial advisor with over 25 years of industry experience. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), and has assembled a team of like-minded professionals who share his passion for delivering exceptional financial services to their clients.
Financial Advisor Disclosures to Know
BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC is a registered investment advisory firm and is required to provide certain disclosures to their clients. The company is held to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests. They also have a code of ethics and provide full transparency on their fees and compensation.