Bfi Infinity LTD.

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

BFI Infinity Ltd. is a wealth management firm catering to international clients, particularly those with North American connections. BFI offers both discretionary and non-discretionary portfolio management services, working with clients to define their needs and goals. BFI may advise on risk management and wealth planning, utilizing affiliated or third-party specialists as needed. BFI also provides investment advisory services to private pooled investment vehicles.

Assets Under Management$610M
Clients207
AdvisorsN/A
Avg. per Client$2.9M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

BFI Infinity Ltd. charges a percentage of the assets they manage for both discretionary and non-discretionary accounts. The fees for discretionary accounts range from 0.80% to 1.50% per year, depending on the amount invested and the investment strategy. Non-discretionary accounts have fees ranging from 1.25% to 1.50% per year. A fixed minimum fee applies to each account. Fees are charged quarterly, based on the average value of the assets.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Bfi Infinity LTD. | TrueAdvisor