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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 3,146 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% per annum depending on the size of the accounts and the types of services offered. Accounts below the $1,000,000 minimum are subject to a $4,000 minimum annual fee.
Fee Estimator
Location
2101 Brookstone Center Parkway, Ste 200, Columbus, GA, 31904
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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.
Exams
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