Infinity 8 Investments offers investment management services through a wrap-fee program to individuals, business owners, and other entities. They offer three types of active asset allocation portfolios: Target Return, Balanced, and Managed ETF. Infinity 8 Investments also provides standalone financial planning services to non-wrap-fee program clients on a fixed fee basis, including retirement and college savings planning.
Fee Structure
Infinity 8 Investments' wrap-fee program charges a single annual fee that covers investment advisory services. The fee is calculated quarterly based on the average daily balance of your portfolio. The exact percentage depends on the portfolio type (Target Return, Balanced, or Managed ETF) and the value of your investments, using a breakpoint pricing method.