Andrew Prehmus
Andrew Prehmus is a registered investment advisor at Bip Wealth, LLC, based in Norcross, GA, with 11 years of industry experience. Andrew 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
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a partner at Prehmus Financial Partners, providing financial services and fixed insurance advice/sales, dedicating nearly full-time hours to this role. He also owns Drew Prehmus, LLC to manage business expenses and income, requiring minimal time, and works as an agent providing fixed insurance services/sales, including life insurance sales, dedicating a few hours per week.
Employment History
Current Registrations
Bip Wealth, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
State Registrations15 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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