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
Loading...

Location

2500 Northwinds Parkway, Ste 100, Alpharetta, GA, 30009

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 →
Employment History
Current Registrations
Bip Wealth, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Jeremy Ryan Hermida - Financial Advisor | TrueAdvisor