Bip Alliance, LLC
Assets Under Management
$328.1M
Number of Clients
240
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$109.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BIP Alliance provides investment advisory services, including financial planning for retirement, estate, and tax planning. They manage portfolios, primarily consisting of public market securities like mutual funds and ETFs, and may include individual bonds and stocks. For qualified investors, alternative investments may be considered. BIP also acts as an investment advisor to retirement plans.
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 ).
Fee Estimator
BIP charges an annual advisory fee based on a percentage of your total assets under management, billed quarterly. The minimum portfolio value is generally $1,000,000. If your portfolio is 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
Location
3575 Piedmont Road, Ne, Building 15, Suite 730, Atlanta, GA, 30305