Inlight Wealth provides investment management, financial planning, and general consulting services to individuals, high net worth individuals, corporations, trusts, estates, charitable organizations, and retirement plans. Inlight Wealth develops a financial outline and investment plan for each client based on their financial circumstances, goals, and risk tolerance. Financial planning is typically provided in conjunction with portfolio management.
Fee Structure
Inlight Wealth offers portfolio management services, and fees are individually negotiated with each client, up to a maximum of 1.50% annually. The fees cover both investment management and brokerage expenses. Fees are generally paid quarterly, in advance, and are based on the account value as of the last business day of the previous quarter.