TB

Todd Patrick Bishop

35 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$125 - $25,000
Hourly Rate:$35 - $300/hr

Financial planning fees are negotiated and can be charged as a one-time fixed fee ($125-$25,000), an hourly fee ($35-$300 per hour), or a fixed periodic fee ($50-$25,000 per period). For asset management services, fees range from 0.00% to 2.50% annually, negotiated between you and your representative. The minimum account fee is 0.50%. Advisory accounts direct with American Funds utilizing their F2 share class will have either a tiered fee of 0.50% , 0.60%, 0.80%, or 1.00% dependent upon account balance and is not negotiable or a fixed fee of 0.75% which is not negotiable. Axiom accounts valued under $50,000 are subject to a quarterly small account fee of $20.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information

Office location
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Settled
Customer Dispute
April 2010
Settled
Other Business ActivitiesSells Insurance

Todd is the president/owner of Kaiser Wealth Management, an investment advisory business, and an independent representative with various insurance carriers for fixed insurance business. He also owns an agriculture ranch/livestock business, rental properties, and T&J Land and Investments LLC, a real estate owner.

Employment History
Current Registrations
Geneos Wealth Management, INC.
November 2017 - Present · 8 yrs 2 mos
Geneos Wealth Management, INC. Broker
April 2013 - Present · 12 yrs 9 mos
Kaiser Wealth Management
November 2008 - Present · 17 yrs 2 mos
Previous Registrations
Kaiser and CompanyBroker
August 1995 - June 2015 · 19 yrs 10 mos
Hanifen, Imhoff INC.Broker
February 1990 - August 1995 · 5 yrs 6 mos
State Registrations32 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.