CE
CE

Chad Joseph Edwards

18 Years of Experience
1 DisclosureBrokerSells Insurance
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

3930 East Jones Bridge Road, 175, Peachtree Corners, GA, 30092

Get directions

History

Regulatory History (1)
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.
Employment Separation After Allegations
November 2008
Other Business ActivitiesSells Insurance

Chad is an agent selling fixed insurance products through various providers since 2021. This activity requires minimal time.

Employment History
Current Registrations
Bip Wealth, LLC
October 2025 - Present · 4 mos
The Strategic Financial Alliance, INC.Broker
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Strategic Blueprint, LLC
January 2021 - December 2025 · 4 yrs 11 mos
The Strategic Financial Alliance
August 2016 - November 2025 · 9 yrs 3 mos
Allianz Life Financial Services, LLCBroker
October 2009 - May 2015 · 5 yrs 7 mos
Transamerica Capital, INC.Broker
January 2009 - October 2009 · 9 mos
Lincoln Financial Distributors, INC.Broker
November 2007 - November 2008 · 1 yr
State Registrations10 states
ALCACOFLGAILNCSCTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.