Chad Edwards is a registered investment advisor at Bip Wealth, LLC, based in Norcross, GA, with 18 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,879 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
The minimum portfolio value is generally set at $1,000,000. 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 $4,000 minimum annual fee ($1,000 per quarter). BIP may, at its discretion, make exceptions to the fee schedule or negotiate special fee arrangements where BIP deems it appropriate under the circumstances.
Fee Estimator
Location
3930 East Jones Bridge Road, Suite 175, Norcross, GA, 30092
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2008Other Business ActivitiesSells Insurance
Chad is an agent selling fixed insurance products through various providers since 2021. This activity requires minimal time.
Employment History
Current Registrations
Bip Wealth, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
Allianz Life Financial Services, LLCBroker
Transamerica Capital, INC.Broker
Lincoln Financial Distributors, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.