Best Life Infinity (BLI) provides investment management and financial planning services. BLI works with clients to identify their investment goals and risk tolerance to create a suitable portfolio. BLI also offers financial planning services, analyzing assets, liabilities, goals, and objectives. BLI specializes in serving military survivors, offering tailored services and reduced rates.
Fee Structure
Best Life Infinity (BLI) charges a percentage of your portfolio for investment management. The fees range from 0.375% to 2% when using third-party money managers. You will also pay the third-party money manager's fees. BLI bills quarterly in advance, and fees are prorated for deposits or withdrawals greater than $10,000. BLI also offers third-party portfolio models, some of which have additional fees. BLI can also charge a flat fee for management of assets, not to exceed $24,000 annually, billed quarterly in advance.