Infinium Investment Advisors, located in Denver, Colorado, offers investment management and financial planning services to individuals, high net worth individuals, employee sponsored retirement plans, institutions, trusts, and estates. Infinium manages accounts on a discretionary and non-discretionary basis, allocating assets among equities, ETFs, mutual funds, options, or alternative investments. The firm also provides financial planning services, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. Infinium may utilize third-party money managers for client accounts.
Assets Under Management$100M
Clients114
Advisors2
Avg. per Client$890K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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