Pierre Soree is a CFP-designated registered investment advisor at Inman Park Wealth Management, based in Atlanta, GA, with 6 years of industry experience. Pierre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.80% |
| $2.5M+ | 0.50% |
Fees are negotiable and paid quarterly in arrears. The firm enforces a minimum annual fee of $4,000 per household relationship.
Fee Estimator
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Inman Park Wealth Management
Previous Registrations
Marietta Wealth Management, LLC
Redwood Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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