Bishop & Company Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$410,047,823
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
204
51% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 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
204
Very HighAverage account size
$2,010,038
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
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Tax-loss harvesting
Wealth management
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
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 location
Bishop & Company Investment Management, LLC
1250 Tower Lane, Suite 101
Erie PA 16505, United States
Number of offices
1
Most active in
Bishop & Company Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Florida · New Hampshire · Ohio · Pennsylvania
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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