Bankshop, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bankshop, LLC provides ongoing portfolio management and investment guidance to individual and high‑net‑worth clients, documenting objectives and constraints in an Investment Policy Statement and monitoring portfolios on a regular basis. The firm also offers a consultative service to assist foreign clients with establishing and servicing U.S. banking relationships and does not impose an account minimum.
Bankshop uses a wide mix of analytical methods — including charting, cyclical, fundamental, quantitative and technical analysis as well as modern portfolio theory — to construct diversified asset allocation models and implement client‑specific strategies. The firm reports that essentially all assets are managed on a non‑discretionary basis, so clients retain trade approval and accounts are reviewed at least quarterly.
What is distinctive about Bankshop relative to many peers is its predominately non‑discretionary asset base (it reports $0 discretionary and about $62.1 million non‑discretionary), a configuration that is statistically uncommon for supported firms. The firm also makes available a broad set of investment tools and instruments (margin, options, leveraged and inverse funds, buffer ETFs) alongside its cross‑border banking setup service, a combination that is atypical for a small advisory practice.
Client services
Expertise
Fee options
Annual fee of $1,000 for foreign client assistance with establishment and servicing of US banking relationships
Up to 2.00% of assets under management, paid quarterly in arrears, calculated based on daily average value of assets through the quarter; fees are generally negotiable
Main office
1110 Brickell Ave. Suite 200
Miami FL 33131, United States
Offices (1)
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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