Infinity Advisory Group (IAG) manages investment portfolios for various clients, designing written investment policy statements based on their objectives and risk profiles. IAG uses software to evaluate portfolio designs and transition clients from existing investments. IAG primarily recommends mutual funds and ETFs from Dimensional Fund Advisors (DFA). IAG also offers financial planning services, creating written reports to help clients achieve their financial goals, covering areas like education, risk, tax, retirement, and investments.
Assets Under Management$100M
Clients202
Advisors3
Avg. per Client$510K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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