DH
CFA
DH
CFA

Darius Hicks

16 Years of Experience
Atlanta, GA

Darius Hicks is a CFA-designated registered investment advisor at Bip Wealth, LLC, based in Atlanta, GA, with 16 years of industry experience. Darius 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 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
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Location

3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bip Wealth, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - April 2023 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - April 2023 · 7 yrs 5 mos
E*trade Capital Management, LLC
April 2014 - July 2015 · 1 yr 3 mos
E*trade Securities LLCBroker
April 2014 - July 2015 · 1 yr 3 mos
Amerivest Investment Management, LLC
December 2011 - February 2014 · 2 yrs 2 mos
TD Ameritrade, INC.
December 2011 - February 2014 · 2 yrs 2 mos
TD Ameritrade, INC.Broker
November 2011 - February 2014 · 2 yrs 3 mos
Edward Jones
November 2009 - November 2011 · 2 yrs
Edward JonesBroker
October 2009 - November 2011 · 2 yrs 1 mo
State Registrations1 state
GA
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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