Inlet Private Wealth is a registered investment advisor based in Jupiter, Florida, that provides portfolio management services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Inlet Private Wealth focuses on fundamental analysis, seeking out undervalued businesses with strong free cash flows and dividend-paying companies. The firm builds tailored portfolios using individual stocks, exchange-traded funds, mutual funds, and other securities, and also utilizes model portfolios ranging from conservative to aggressive strategies. Inlet Private Wealth generally operates on a discretionary basis, meaning they make trades on your behalf without prior approval for each individual transaction, though non-discretionary arrangements are also available.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual portfolio management fee is 1.00% of assets under management. Fees are negotiable based on client circumstances, account value, and complexity. Household accounts may be combined.