Matthew
Hand
Bip Wealth, LLC
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About this Advisor
Matthew Hand is a financial advisor based in Alpharetta, Georgia, working with Bip Wealth, LLC. Matthew has previously held positions at Charles Schwab & Co., Inc, Versatile Solutions, Academy Sports And Outdoors, Charles Schwab Bank, Cetera Advisors, Stewardship Financial Advisors LLC, Capfinancial Partners LLC (Captrust), Capfinancial Securities LLC, Bip Wealth, LLC, and Bip Alliance, LLC. Matthew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Matthew is part of Bip Wealth, LLC, which operates out of Alpharetta, Georgia. The firm has 2 offices and 57 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Bip Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bip Wealth, LLC Brokerage Details
$2,833,854,777
57
7,272
$389,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Matthew Hand Work History
Bip Alliance, LLC
Bip Wealth, LLC
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Cetera Advisors
Stewardship Financial Advisors LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Versatile Solutions
Academy Sports And Outdoors
Disclosures
Please visit the SEC profile of Matthew Hand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bip Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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