Infinitus Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans that cover budgeting, college planning, investment analysis, and retirement. You're responsible for implementing any recommendations from the financial plan. Infinitus Wealth Management manages investments through Altruist Financial LLC.
Assets Under Management$4.6M
Clients10
Advisors1
Avg. per Client$460K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees are negotiable based on client type, complexity, potential for additional deposits, relationship with advisor, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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