Bishop & Company Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$410,047,823
Clients
204
Advisors
2
of 3 employees
About
Bishop & Company Investment Management, LLC is a fee-only, SEC-registered adviser that serves individual investors (including high-net-worth households) and participant-directed retirement plan sponsors. As of December 31, 2025, the firm reported $440,817,024 in discretionary regulatory assets under management across roughly 204 client relationships and offers discretionary investment management plus advisory services for qualified retirement plans.
The firm follows a long-term, goal-focused investment approach that emphasizes broad diversification using low-cost ETFs and no-load mutual funds, with account objectives categorized as Long-Term Growth, Moderate Growth, or Conservative Growth. It monitors and rebalances portfolios, provides comprehensive financial planning tied to client life goals, and will use individual securities or annuities in specific tax-constrained situations where immediate diversification via funds is impractical.
Compared with many peers, Bishop & Company operates with a single principal/advisor while overseeing a relatively large asset base and enforces a $1,000,000 discretionary account minimum (with negotiated exceptions for legacy clients). The firm also provides ERISA 3(21) and 3(38) retirement-plan fiduciary services, does not accept soft-dollar arrangements or participate in wrap programs, and does not vote client proxies.
Client services
Expertise
Occupation focus
Fee options
$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.
Main office
1250 Tower Lane, Suite 101
Erie PA 16505
Advisors at this office
2
Most active in
Colorado · Florida · New Hampshire · Ohio · Pennsylvania
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.
Advisors at this firm
Michael B
CFA®
Erie, PA
Bishop & Company Investment Management, LLC
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.
Michael B
CFP®
Erie, PA
Bishop & Company Investment Management, LLC
Michael Bishop is a CFP® professional with two years of experience and is currently affiliated with Bishop & Company Investment Management, LLC in Erie, PA. His prior work includes roles at MacDonald, Illig, Jones & Britton LLP and Case Western Reserve University School of Law. Bishop & Company Investment Management, LLC is a fee-only, SEC-registered adviser serving individual investors, including high-net-worth households, and participant-directed retirement plan sponsors. The firm employs a long-term, goal-focused investment strategy emphasizing broad diversification through low-cost ETFs and no-load mutual funds, offering discretionary portfolio management and advisory services for qualified retirement plans.
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