INAEYA Wealth Management offers investment advice to individuals, high net worth individuals, trusts, and estates. INAEYA creates customized investment strategies based on your goals, risk tolerance, and financial situation. INAEYA manages your investments using stocks, exchange-traded funds (ETFs), and mutual funds. INAEYA acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$30M
Clients80
Advisors1
Avg. per Client$380K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1000K | 0.60% |
| $1M+ | 0.50% |
Fees may be negotiable. Minimum assets under management are $100,000 except legacy accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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