Infinity Wealth Management manages investment portfolios for individuals based on their objectives, time frame, and risk tolerance. Portfolios are created using mutual funds and variable annuities. The firm also allows clients to impose restrictions on the type of investments used in their accounts. The firm's investment strategy is asset allocation.
Assets Under Management$47M
Clients618
Advisors3
Avg. per Client$76K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee ranges from 1.00% to 1.50%. The fee is negotiable based upon the size of the account and the total amount of the client’s assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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