Inman Jager Wealth Management, LLC offers customized wealth management solutions, including portfolio management and financial planning, to individuals, high-net-worth families, trusts, estates, and businesses. Inman Jager Wealth Management crafts portfolios primarily using individual stocks, exchange-traded funds, and individual bonds, aligning strategies with each client's specific financial goals, risk tolerance, and time horizon. The firm acts legally required to act in your best interest and provides continuous oversight of client investments. In addition to wealth management, Inman Jager Wealth Management provides retirement plan consulting services for employer-sponsored plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range up to 1.00% annually and are negotiable at the sole discretion of Inman Jager Wealth Management. The firm typically offers a tiered, incremental fee schedule where the rate is reduced as assets under management increase.