Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 in special circumstances.
Fee Estimator
BIP charges an annual wrap fee based on the value of assets under management, billed monthly. The fee includes money management, certain transaction costs, and custodial/administrative costs. In special circumstances, fees may be negotiable. BIP may charge a $250 monthly planning fee to new households that have $500,000 or less in assets under management. That fee goes away when households reach the respective next breakpoint.
Areas of Practice
Advisor Information
Office location
2101 Brookstone Centre Pkwy Ste 200, Columbus, GA, 31904
Get directionsRegulatory 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
James maintains an active insurance license but is not appointed to sell insurance with any company. He dedicates minimal time consulting and conducting technical research on insurance coverage and services.