Advisor at Bishop & Company Investment Management, LLC
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Firm
Bishop & Company Investment Management, LLC
Location
Erie, PA 16505
Credentials
CFA®
Industry experience
22 years
Michael Bishop is a CFA charterholder and principal at Bishop & Company Investment Management, LLC in Erie, PA, with 22 years of industry experience. He has been with Bishop & Company since 2008. Bishop & Company serves individual and high-net-worth clients as well as plan sponsors of participant-directed retirement plans. The firm employs a long-term, asset-allocation–based approach emphasizing diversification, tax-aware implementation, and periodic rebalancing, managing approximately $387 million in discretionary assets across nearly 200 client relationships.
Based on Bishop & Company Investment Management, LLC
Based on Bishop & Company Investment Management, LLC
Based on Bishop & Company Investment Management, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.90% annually $1,500,001 - $2,000,000: 0.85% annually $2,000,001 - $2,500,000: 0.80% annually $2,500,001 - $3,000,000: 0.75% annually $3,000,001 - $3,500,000: 0.70% annually $3,500,001 - $4,000,000: 0.65% annually $4,000,001 - $4,500,000: 0.60% annually $4,500,001 - $5,000,000: 0.55% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: Negotiable
Account minimum: $1,000,000 Fee-only: Fee-only investment management; no commissions or soft dollars accepted.
1250 Tower Lane, Suite 101
Erie, PA 16505
Pennsylvania
Bishop & Company Investment Management, LLC
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
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