Infinity Investment Advisors offers portfolio management based on individual client goals and risk tolerance, creating an Investment Policy Statement for each client. They also provide financial planning services covering investments, insurance, taxes, retirement, college, and debt. Infinity may recommend third-party investment advisors and limits its advice to various securities. When advising on retirement accounts, they act as fiduciaries, prioritizing client interests.
Assets Under Management$83M
Clients383
Advisors5
Avg. per Client$220K
Avg. per Advisor$17M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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