InvestmentPost Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non-discretionary investment management to individuals, trusts, pension plans and other entities, focusing on portfolios made up of stocks, bonds, options, mutual funds and variable insurance products. It operates on a negotiated percentage-of-AUM fee basis and reports fee-based assets of roughly $2.2 million, serving a very small client base.
Its investment process uses asset-allocation models alongside value-oriented strategies and market timing, and the brochure notes that frequent trading and individual stock recommendations can be part of its approach. Clients may impose written restrictions, discretion is granted only by signed agreement, accounts are reviewed monthly by phone with formal annual reviews and quarterly reports.
The brochure discloses relationships and outside activities that are uncommon among similar small advisers: all advisors are Series 7 licensed and transact securities through an affiliated broker-dealer, the firm may receive placement compensation on initial asset transfers, and a partner role in an outside business is reported. It also states it does not maintain custody, does not vote client securities, and indicates a code of ethics “does not apply,” items that prospective clients may want to discuss further.
Client services
Expertise
Fee options
1% to 1.5% annually, negotiated fee
Main office
Martinez GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Investmentpost Advisory · Investmentpost Inc. · Wheeler Securities, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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