Inman Jager Wealth offers wealth management and financial planning services. Wealth management includes creating investment strategies and managing portfolios using equities, ETFs, and bonds. Financial planning covers areas like retirement, education, and insurance needs. Inman Jager Wealth also provides retirement plan advisory services to plan sponsors.
Assets Under Management$230M
Clients246
Advisors3
Avg. per Client$910K
Avg. per Advisor$75M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Inman Jager Wealth charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee can be up to 1.00%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Inman Jager Wealth. Fees may be negotiable.
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