Inlet Private Wealth offers discretionary portfolio management services tailored to clients' needs and investment objectives. Their investment approach focuses on identifying undervalued securities based on intrinsic value and future cash flows. They may invest client assets in model portfolios with varying risk tolerances. Inlet Private Wealth also offers sub-advisory services to other investment advisors.
Assets Under Management$610M
Clients121
Advisors3
Avg. per Client$5M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...