Infinity Wealth Counsel provides personalized financial planning and ongoing investment management for individuals, families, trusts, and estates. Infinity Wealth Counsel helps clients by developing customized financial outlines and investment plans based on their specific goals, risk tolerance, and financial circumstances. The firm specializes in creating diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Infinity Wealth Counsel operates as a fiduciary, meaning the firm is legally required to act in your best interest. Clients can hire Infinity Wealth Counsel for standalone financial planning projects or bundled ongoing wealth management. The firm also offers retirement plan consulting services for business retirement plans.
Fee Structure
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% |
Fees are negotiable under certain circumstances. A $2,500 minimum annual fee applies.