Michele Pensa
Michele Pensa is a registered investment advisor at Infinity Wealth Management, INC., based in Denver, CO, with 17 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 618 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee ranges from 1.00% to 1.50%. The fee is negotiable based upon the size of the account and the total amount of the client’s assets managed.
Fee Estimator
Location
9101 East Kenyon Ave., Suite 1100, Denver, CO, 80237
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michele is an independent insurance agent, operating under the name Infinity Wealth Management, selling insurance and fixed annuities, taking about half of her time. She also works as an affiliate faculty instructor at Metro State University of Denver, dedicating a few hours per week.
Employment History
Current Registrations
Infinity Wealth Management, INC.
Previous Registrations
Brooklight Place Securities, INC.Broker
First Financial Equity CorporationBroker
Ridgeway & Conger, INC.Broker
Sunset Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.