Infresh, Inc. offers custom investment management and financial planning services for individuals and retirement plans. Operating since 2011 and based in Findlay, Ohio, Infresh designs personalized portfolios using tactical asset allocation, individual stocks, bonds, mutual funds, and options to help reduce risk and improve performance. The firm manages investments on a discretionary basis, meaning Infresh makes trades on your behalf without needing approval for every transaction. Infresh also provides an automated investment program through Charles Schwab, allowing clients to access digital portfolios with automatic rebalancing. In addition to individual wealth management, Infresh consults with employers on qualified retirement plans. The firm focuses on fundamental, technical, and cyclical analysis to build long-term portfolios tailored to each client's individual goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable for accounts larger than $2 million at the discretion of Infresh.