Infiniti Capital Management offers investment advice and financial planning to individuals, high net worth individuals, pension plans, charities, and corporations. Services include portfolio management, financial planning (covering areas like retirement, taxes, and estate planning), and recommending third-party investment advisors. Infiniti Capital Management also offers investment management services through LPL Financial's advisory programs.
Fee Structure
Infiniti Capital Management charges a percentage of your portfolio annually. The maximum annual fee is 3.00%, and it's calculated and billed monthly based on the value of your account at the end of each month. This fee is negotiable depending on the size of your account.
For clients who are referred to third-party investment advisors, the maximum annual management fee is also 3.00%, and it includes both Infiniti Capital Management's fee and the third-party advisor's fee. This fee is also negotiable.
Infiniti Capital Management also offers investment management services through LPL Financial's advisory programs. The maximum annual fees for these programs range from 1.35% to 2.95%.