BIP Wealth offers personalized investment management and comprehensive financial planning services for individuals, families, and businesses. BIP Wealth creates tailored investment portfolios utilizing public market securities such as mutual funds and exchange-traded funds, individual bonds, and alternative private market investments for qualified investors. The firm focuses on broad global diversification, low-cost passively managed funds, and modern portfolio theory. In addition to investment management, BIP Wealth provides financial planning covering retirement, estate planning, tax strategies, education funding, and charitable giving. BIP Wealth also manages specialized strategies including hedged equity, hedged yield, and institutional cash management accounts.
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.