AR
CFP
AR
CFP

Aron Robert Riddle

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
1,690 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$3.4B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.35%
$1.0M - $2.5M1.15%
$2.5M - $5.0M0.95%
$5.0M - $10.0M0.90%
$10M+0.80%

Fees may be negotiable at BIP's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bip Wealth, LLC
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Fidelity Personal Trust Company, Fsb
April 2006 - March 2007 · 11 mos
Strategic Advisers, INC.
August 2005 - March 2017 · 11 yrs 7 mos
Fidelity Brokerage Services LLCBroker
August 2004 - March 2017 · 12 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.