Infinity Wealth Coaching, LLC directs clients to third-party investment advisors, primarily Matson Money, Inc. IWC also performs portfolio analysis and offers financial strategies including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. IWC generally limits its investment advice to Free Market Long Term Funds, insurance products, and long term structured passive investing.
Assets Under Management$5.6M
Clients26
Advisors1
Avg. per Client$220K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money also charges a 0.50% annual fee. The combined fees will not exceed 1.40% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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