Inman Park Wealth Management provides continuous investment management and comprehensive financial planning for individuals and high net-worth individuals. Founded in 2026 and based in Atlanta, Georgia, the firm focuses on building personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by Modern Portfolio Theory and passive investment strategies. Inman Park Wealth Management also offers comprehensive financial planning covering cash flow, debt management, college savings, employee benefits, estate planning, retirement planning, risk management, and tax strategies. Financial planning services are included at no additional fee for investment management clients or can be purchased separately as project-based engagements. The firm operates on a fee-only basis, meaning compensation comes solely from client fees without commissions or product sales.
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.