Infinity Private Wealth (IPW) provides investment advice, financial planning, and consulting services. IPW creates investment plans based on your goals, risk tolerance, and time horizon. They also offer financial planning services, from broad plans to single-subject consultations. IPW may recommend other investment managers to handle client assets. Clients are not required to implement any recommendations.
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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
The total fee is negotiable depending on the relationship with each client and complexity of the client’s portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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