Infinite Giving Advisory Services provides automated investment management to charitable organizations. Clients complete an online questionnaire to determine their risk tolerance and investment objectives. Based on this information, Infinite Giving recommends a suitable asset allocation using model portfolios comprised of exchange traded funds, fixed income funds, U.S. treasury bills, and money market funds. Portfolios are continuously monitored and rebalanced as needed. Infinite Giving also permits clients to receive stock and cryptocurrency donations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at our discretion. The specific fee is determined based on the types of assets invested, the amount of anticipated time spent managing accounts, and the scope and complexity of the services provided.