TrueAdvisor
TrueAdvisor
DB
DB

Dennis A. Booker

Bip Wealth, LLC
23 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Bip Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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 at BIP's discretion.

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

Location

3575 Piedmont Rd, Ne, Bldg 15, Suite 730, Atlanta, GA, 30305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Bip Wealth, LLC
May 2010 - Present · 15 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2003 - March 2010 · 7 yrs
Charles Schwab & CO., INC.
March 2002 - December 2002 · 9 mos
State Registrations2 states
GALA
Advisor
Exams
No exam information available for this advisor.