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
2500 Northwinds Pkwy, Ste 100, Alpharetta, GA, 30009
Get directionsRegulatory History
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