Paul Money
Paul Money is a CFP-designated registered investment advisor at Bip Wealth, LLC, based in Columbus, GA, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,879 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.70% |
| $20.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
The minimum portfolio value is generally set at $1,000,000. If BIP agrees to an asset management relationship for a portfolio valued at less than $1,000,000, the annual fee rate is 0.95%, however, the account will be subject to a $4,000 minimum annual fee ($1,000 per quarter). BIP may, at its discretion, make exceptions to the fee schedule or negotiate special fee arrangements where BIP deems it appropriate under the circumstances.
Fee Estimator
Location
2101 Brookstone Center Parkway, Ste 200, Columbus, GA, 31904
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Paul owns Abbey Creek Properties LLC, a real estate limited liability corporation, and RCTM Properties LLC, a real estate development company. He is also an independent insurance agent and managing partner of Tin Man Holdings, LLC, which owns farming real estate in Kansas, and owns Green Island Consulting, LLC.
Employment History
Current Registrations
Bip Wealth, LLC
Previous Registrations
Bip Alliance, LLC
The Money Advisor Group, LLC
Cambridge Investment Research Advisors, INC.
MML Investors Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.