CC
CFP

Charles Allen Crowley

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
47 advisors
Number of Clients
1,690 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$3.4B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.35%
$1.0M - $2.5M1.15%
$2.5M - $5.0M0.95%
$5.0M - $10.0M0.90%
$10M+0.80%

Fees may be negotiable in special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
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Advisor Information

Office location

2500 Northwinds Pkwy, Bldg III, Ste 100, Alpharetta, GA, 30009

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Regulatory History (1)
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Criminal
August 2004
Final Disposition
Other Business ActivitiesSells Insurance

Charles maintains life, health, and sickness insurance licenses. However, he is not currently selling any fixed insurance products.

Employment History
Current Registrations
Bip Wealth, LLC
January 2023 - Present · 3 yrs
Previous Registrations
Veracity Capital LLC
September 2021 - January 2023 · 1 yr 4 mos
Mercer Global Advisors INC.
September 2021 - September 2021 · 0 mos
Atlanta Financial Associates, LLC
March 2019 - May 2021 · 2 yrs 2 mos
Atlanta Financial Associates, INC.
October 2014 - December 2018 · 4 yrs 2 mos
Commonwealth Financial Network
August 2013 - August 2018 · 5 yrs
Commonwealth Financial Network Broker
August 2010 - August 2018 · 8 yrs
Transamerica Financial Advisors, INC Broker
June 2009 - August 2010 · 1 yr 2 mos
State Registrations2 states
ALGA
Advisor
Exams
No exam information available for this advisor.