Assets Under Management
$328.1M
Number of Clients
240
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$109.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
BIP Alliance provides comprehensive financial planning and investment management services, including retirement, estate, and tax planning. They manage portfolios consisting primarily of public market securities like mutual funds and ETFs, and may include individual bonds and stocks. For qualified investors, portfolios may include alternative investments. BIP does not sell annuities or insurance.
| Assets Under Management | 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 $7,500 minimum annual fee ($1,875 per quarter).
3575 Piedmont Road, Ne, Building 15, Suite 730, Atlanta, GA, 30305