AA
CFP
AA
CFP

Ashley Arrington

14 Years of Experience
Nashville, TN

Ashley Arrington is a CFP-designated registered investment advisor at Bip Wealth, LLC, based in Nashville, TN, with 14 years of industry experience. Ashley 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
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
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Location

1222 Demonbreun Street, Suite 1425, Nashville, TN, 37203

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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
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2022 · 4 yrs
Strategic Advisers LLC
October 2014 - July 2018 · 3 yrs 9 mos
Fidelity Brokerage Services LLCBroker
March 2014 - July 2022 · 8 yrs 4 mos
First Command Financial Planning, INC.
January 2012 - March 2014 · 2 yrs 2 mos
First Command Financial Planning, INC.Broker
December 2011 - March 2014 · 2 yrs 3 mos
State Registrations2 states
GATN
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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