Infinity Financial Strategies manages investment portfolios and provides financial planning services. They offer investment management, comprehensive financial planning, and wealth management, which combines both. Financial planning covers areas like retirement, taxes, insurance, and estate planning. They also offer estate planning assistance and educational seminars.
Assets Under Management$23M
Clients46
Advisors1
Avg. per Client$510K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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