Inlight Wealth Management manages investment portfolios on both a discretionary and non-discretionary basis, alongside financial planning and general consulting services. Inlight Wealth serves individuals, high net worth individuals, corporations, trusts, estates, charitable organizations, and retirement plan participants. At the start of a relationship, Inlight Wealth helps clients build a financial profile and a customized investment plan. To carry out this plan, Inlight Wealth utilizes individual stocks, bonds, mutual funds, exchange-traded funds, options, and separate account managers. Inlight Wealth also provides financial planning covering cash flow, retirement, and insurance analysis as part of portfolio management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Portfolio management fees are individually negotiated with each client, up to 1.50% annually.