How does the advisor help clients – Key Takeaways:
BISHOP FINANCIAL SERVICES LLC is a financial firm that provides comprehensive services to help clients achieve their financial goals. They offer a range of services including investment management, financial planning, and retirement planning.
- Act as a fiduciary to always act in the best interest of their clients.
- Use a personalized approach to tailor their services to the unique needs and goals of each client.
- Leverage their expertise and experience to provide sound financial advice and recommendations.
Facts and Insights
BISHOP FINANCIAL SERVICES LLC was founded in 2005 and has been serving clients for over 15 years. It has a team of highly qualified advisors who hold various certifications and have extensive knowledge and experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Risk management and insurance
- Tax planning
- Business planning
Client Types
BISHOP FINANCIAL SERVICES LLC works with a diverse range of clients, including individuals, families, and small business owners. They also have experience in working with high net worth individuals and corporations.
Fees & Compensation
BISHOP FINANCIAL SERVICES LLC charges a fee based on a percentage of assets under management for their investment management services. For other services, they may charge an hourly fee or a fixed fee based on the complexity of the work. They do not receive any commissions or third-party payments, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
BISHOP FINANCIAL SERVICES LLC was founded by John Bishop, a financial expert with over 25 years of experience in the industry. He holds a Certified Financial Planner (CFP) designation and is also a Chartered Financial Analyst (CFA). He leads a team of experienced and knowledgeable advisors who work together to provide comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BISHOP FINANCIAL SERVICES LLC is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interest of their clients and will provide full transparency regarding any potential conflicts of interest. They are also required to disclose any disciplinary actions or regulatory sanctions against the firm or its advisors. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) website.