Bpp Wealth Solutions, LLC

BPP Wealth Solutions, LLC is an SEC registered investment adviser offering financial planning and investment management services since February 2013. The firm's services include financial planning functions such as business planning, retirement planning, risk management, and investment consulting. BPP manages client investment portfolios on a discretionary basis, primarily allocating assets among independent investment managers and other securities based on individual client objectives. The firm tailors its services to meet clients' specific needs, emphasizing asset allocation, diversification, and limiting volatility. Clients have discretion over all decisions regarding implementation and are not obligated to act upon BPP's recommendations. BPP charges fees based on assets under management, ranging from 0.8% to 1.55% annually. The firm may also charge fixed fees for financial planning services, ranging from $3,000 to $20,000. Clients may incur additional charges from third parties, such as custodians and financial institutions. BPP does not provide services for performance-based fees and serves various client types without imposing minimum account requirements. The firm exercises investment discretion on behalf of clients, allowing it to make decisions on securities transactions without prior client consent. BPP does not vote client securities and has no financial disclosures that may impair its ability to meet client commitments.