Dennis Booker is a registered investment advisor at Bip Wealth, LLC, based in Alpharetta, GA, with 24 years of industry experience. Dennis 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
2500 Northwinds Parkway, Building 3, Suite 100, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2009Employment History
Current Registrations
Bip Wealth, LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
State Registrations2 states
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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