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Thomas Edward Day

BIP Wealth, LLC

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About Thomas Edward Day

Thomas Edward Day is an investment advisor representative at Bip Wealth, Llc. Thomas has been in the industry since February 2006 and is currently registered with the state of Georgia. Thomas holds the Chartered Financial Analyst designation and is a registered Investment Advisor representative. Thomas has experience providing financial planning, portfolio management for individuals and businesses, and educational seminars. Thomas is also a specialist in providing investment advice in areas including: portfolio management for individuals, portfolio management for businesses, selection of other advisors, educational seminars, financial planning, and other investment advice. Thomas's previous employers include Buckhead Investment Partners, LLC and SunTrust Bank.

Firm Information

Thomas Day is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Day’s Registration & Firm History

GA

12/02/2016 - Present

BIP Wealth, LLC (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Day.
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