AB
CFP
AB
CFP

Andrew Lee Bunch

18 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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
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Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Andrew co-owns Red Bird Builds, a real estate business focusing on rental properties and flipping houses, with his wife. He supports her by reviewing properties and spreadsheets, dedicating minimal time to the business.

Employment History
Current Registrations
Bip Wealth, LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Signator Investors, INC.
August 2016 - November 2018 · 2 yrs 3 mos
Signator Investors, INC.Broker
July 2016 - November 2018 · 2 yrs 4 mos
Transamerica Financial Advisors, INCBroker
January 2012 - June 2016 · 4 yrs 5 mos
Transamerica Financial Advisors, INC.
January 2012 - June 2016 · 4 yrs 5 mos
Investment Advisors International, INC.
April 2011 - January 2012 · 9 mos
World Group Securities, INC.Broker
January 2011 - January 2012 · 1 yr
Transamerica Financial Advisors, INCBroker
January 2009 - December 2010 · 1 yr 11 mos
Transamerica Financial Advisors, INC.
January 2009 - December 2010 · 1 yr 11 mos
Investment Advisors International, INC.
April 2008 - December 2008 · 8 mos
World Group Securities, INC.Broker
February 2008 - December 2008 · 10 mos
Intersecurities, INC.Broker
April 2004 - December 2007 · 3 yrs 8 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Andrew Lee Bunch - Financial Advisor | TrueAdvisor