Bankshop, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,131,690
Clients
240
6% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
240
Very HighAverage account size
$258,882
About
Bankshop, LLC provides ongoing portfolio management to individual and high-net-worth clients, preparing an Investment Policy Statement for each account and delivering services such as asset allocation, investment selection, and regular portfolio monitoring. Its advice is focused on traditional investment vehicles including mutual funds, fixed income, equities, ETFs, real estate funds, commodities and non-U.S. securities, with an emphasis on capital preservation and capital growth.
The firm uses a broad set of analytical methods — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and pursues a long-term trading approach. Notably, Bankshop does not exercise investment discretion over client accounts and manages portfolios primarily on a non‑discretionary basis, so trade execution requires client authorization.
Compared with many peers, Bankshop’s regulatory filings show no discretionary AUM as of its December 2020 filing, making client-directed trading and custodian reporting central to its operations. The firm also documents client risk profiles in written IPSs, allows client-imposed investment restrictions, does not select third‑party advisers, and does not participate in wrap-fee programs.
Client services
Portfolio management
Expertise
Real estate investing
Passive / index investing
Wealth management
Fee options
1.00% annually
Main office location
Bankshop, LLC
1110 Brickell Ave. Suite 200
Miami FL 33131, United States
Number of offices
4
Most active in
Bankshop, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
(954)-256-6259
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