Infinity Financial Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning includes full financial plans and limited-scope consultations. Clients are not obligated to implement any recommendations from Infinity and can use any financial institution or professional of their choosing.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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