Assets Under Management
$3.4B
Number of Clients
1,690
Number of Advisors
47
Average Client AUM
$2.0M
AUM per Advisor
$71.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
BIP Wealth provides investment and financial planning services including retirement, estate, and tax planning. They offer ongoing monitoring and management of client accounts, reviewed at least quarterly. Fees are based on assets under management. BIP may recommend other professionals and will disclose conflicts of interest.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable at BIP's discretion.
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA, 30305