Infinity Financial Services Advisory (IFSA) provides ongoing portfolio management based on individual client goals and risk tolerance. IFSA also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. IFSA may direct clients to third-party investment advisors. IFSA also offers pension consulting services to employee benefit plans.
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.