Kurt Leeney is a registered investment advisor at Infinium Investment Advisors, LLC, based in Denver, CO, with 5 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 114 clients with $100M 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% |
Maximum investment advisory fee is 1.50%, or a lower advisory fee may be negotiated.
Fee Estimator
Location
50 S. Steele, Suite 830, Denver, CO, 80209
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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 →Employment History
Current Registrations
Infinium Investment Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations3 states
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