Bip Wealth, LLC

BIP Wealth, LLC, established in 2007, specializes in personalized investment advisory services, including financial and retirement planning, estate planning, tax planning, and more. The firm manages $3.36 billion in assets for 1,690 clients, with a minimum account value of $1 million. BIP charges an annual fee based on a percentage of assets under management, with rates varying depending on the account value. The firm does not sell annuities or insurance and does not invest in commission-paying mutual funds, stocks, or bonds. BIP offers comprehensive financial planning, investment management services, and may recommend private market securities. Clients have discretion over their investments, with BIP providing ongoing monitoring and management. The firm's investment philosophy includes broad diversification, passively managed funds, and a focus on small and value stocks. BIP has a Code of Ethics, does not charge higher fees for referrals, and does not vote proxies for client securities. The firm does not have any disciplinary history and does not vote proxies for client securities. BIP's financial condition does not require prepayment of fees exceeding $1,200 per client, six months in advance.