Infinite Spring Asset Management offers investment advice to both individual and institutional clients through separately managed accounts. The firm creates customized asset allocations based on each client's needs. Infinite Spring has the authority to make investment decisions for clients, but clients can place restrictions on certain investments. The firm's investment approach is based on value investing, focusing on undervalued securities after researching company fundamentals and macroeconomic conditions.
Assets Under Management$190K
Clients5
Advisors1
Avg. per Client$37K
Avg. per Advisor$190K
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.20% |
Management fees may be negotiable where special circumstances warrant.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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