Infinity Wealthcare, LLC is a registered investment advisor offering personalized investment advice. They provide wealth and portfolio management services, specializing in growth, income, and combined strategies. They also offer one-time and ongoing investment planning and consulting services, covering investments, taxes, retirement income, and college planning. Infinity manages assets in clients' existing 401(k), IRA, and brokerage accounts held at independent custodians.
Assets Under Management$21M
Clients23
Advisors1
Avg. per Client$910K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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