What kind of support can I expect for my business's financial needs?
BIP Wealth understands the unique financial challenges faced by entrepreneurs. We provide strategic guidance on various aspects, including tax planning, managing business equity, and exit and succession planning. Our goal is to help you balance the financial needs of your business with your personal financial goals.
Does BIP Wealth hold my money?
BIP is not a custodian but will assist you in opening an account with a nationally known firm such as TD Ameritrade, Fidelity, or Schwab, to act as the custodian for your funds.
How does BIP get paid?
BIP does not sell securities or insurance and makes no commission for any product we may recommend. We are advisers, not salespeople. BIP earns a fee based on the amount of assets we are managing for our clients. Our incentive is to grow your wealth.
How do I monitor my account?
BIP has a client portal and mobile app called ClientCare which enables you to securely view your investment portfolios, access updates from private market portfolio investments, and store important documents.
What types of performance reporting can I expect?
BIP provides Quarterly Portfolio Reports that include customized portfolio goals, an investment policy statement, performance reporting of portfolios against risk-based benchmarks, and milestones and accomplishments in your relationship with BIP.
What does an ongoing relationship with BIP look like?
You can expect frequent communication from us, including webinars, Market Reports, and other client events, along with in-person meetings, phone calls, and video-conferencing with your Personal Wealth Advisor. BIP is here for you.