Chad Edwards
Chad Edwards is a registered investment advisor at Bip Wealth, LLC, based in Norcross, GA, with 18 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. 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
3930 East Jones Bridge Road, Suite 175, Norcross, GA, 30092
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2008Other 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
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
Allianz Life Financial Services, LLCBroker
Transamerica Capital, INC.Broker
Lincoln Financial Distributors, INC.Broker
State Registrations11 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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