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CFP
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CFP

Charles Crowley

Bip Wealth, LLC
16 Years of Experience
Alpharetta, GA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Charles Crowley is a CFP-designated registered investment advisor at Bip Wealth, LLC, based in Alpharetta, GA, with 16 years of industry experience. Charles 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.

Bip Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
3,146 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2500 Northwinds Pkwy, Bldg III, Ste 100, Alpharetta, GA, 30009

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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.
Criminal
August 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles maintains life, health, and sickness insurance licenses. However, he is not currently selling any fixed insurance products.

Employment History
Current Registrations
Bip Wealth, LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Veracity Capital LLC
September 2021 - January 2023 · 1 yr 4 mos
Mercer Global Advisors INC.
September 2021 - September 2021 · 0 mos
Atlanta Financial Associates, LLC
March 2019 - May 2021 · 2 yrs 2 mos
Atlanta Financial Associates, INC.
October 2014 - December 2018 · 4 yrs 2 mos
Commonwealth Financial Network
August 2013 - August 2018 · 5 yrs
Commonwealth Financial NetworkBroker
August 2010 - August 2018 · 8 yrs
Transamerica Financial Advisors, INCBroker
June 2009 - August 2010 · 1 yr 2 mos
State Registrations2 states
ALGA
Advisor

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
No exam information available for this advisor.
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