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 assets under management, including public and private market securities. The wrap fee includes money management, transaction costs, and custodial/administrative costs. BIP may charge a $250 monthly planning fee to new or existing households with $500,000 or less in assets under management, which goes away when the next breakpoint is reached. Fees may be negotiable in special circumstances.
Areas of Practice
Advisor Information
Office location
2101 Brookstone Centre Pkwy Ste 200, Columbus, GA, 31904
Get directionsRegulatory History (1)
Customer Dispute
November 2013Other Business ActivitiesSells Insurance
Paul owns Abbey Creek Properties LLC, a real estate limited liability corporation, and RCTM Properties LLC, a real estate development company. He is also an independent insurance agent and managing partner of Tin Man Holdings, LLC, which owns farming real estate in Kansas, and owns Green Island Consulting, LLC.