Bip Wealth, LLC
Assets Under Management
$3.4B
Number of Clients
1,690
Number of Advisors
47
Average Client AUM
$2.0M
AUM per Advisor
$71.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BIP Wealth provides investment advisory services including financial planning for retirement, estate, and tax planning. They offer ongoing monitoring and management of client accounts and may recommend other professionals. BIP also acts as an investment advisor to retirement plans and pooled investment vehicles.
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
Location
3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA, 30305