| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable at BIP's discretion.
2500 Northwinds Pkwy, Bldg III, Ste 100, Alpharetta, GA, 30009
Get directionsCharles maintains life, health, and sickness insurance licenses. However, he is not currently selling any fixed insurance products.