Infinity Wealth Counsel (IWC) offers financial planning, investment management, and retirement plan advisory services. IWC works with clients to understand their financial situation and goals, then develops a financial outline and investment plan. IWC manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. IWC also provides retirement plan consulting services to Plans and Plan Fiduciaries.
Assets Under Management$150M
Clients125
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
IWC may make exceptions to the foregoing or negotiate special fee arrangements where IWC deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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