Charles Crowley is a CFP-designated registered investment advisor at Bip Wealth, LLC, based in Alpharetta, GA, with 16 years of industry experience. Charles 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
2500 Northwinds Pkwy, Bldg III, Ste 100, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Criminal
August 2004Other Business ActivitiesSells Insurance
Charles maintains life, health, and sickness insurance licenses. However, he is not currently selling any fixed insurance products.
Employment History
Current Registrations
Bip Wealth, LLC
Previous Registrations
Veracity Capital LLC
Mercer Global Advisors INC.
Atlanta Financial Associates, LLC
Atlanta Financial Associates, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Transamerica Financial Advisors, INCBroker
State Registrations2 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.