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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.70% |
| $20.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
If BIP agrees to an asset management relationship for a portfolio valued at less than $1,000,000, the annual fee rate is 0.95%, however, the account will be subject to a $7,500 minimum annual fee ($1,875 per quarter ). BIP may, at its discretion, make exceptions to the fee schedule or negotiate special fee arrangements.
Fee Estimator
BIP charges an annual advisory fee based on a percentage of assets under management. The minimum portfolio value is generally $1,000,000. If BIP agrees to manage a portfolio valued at less than $1,000,000, the annual fee rate is 0.95%, subject to a $7,500 minimum annual fee ($1,875 per quarter). BIP may negotiate special fee arrangements. For specific consulting projects, BIP may charge a flat rate or other basis, agreed upon at the time of engagement.
Areas of Practice
Advisor Information
Office location
2500 Northwinds Parkway, Building III, Suite 100, Alpharetta, GA, 30009
Get directionsRegulatory History
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