BEST LIFE INFINITY, LLC

Overview

Best Life Infinity, LLC is an independent registered investment adviser serving individuals and families with a mix of financial planning, discretionary portfolio management and client education. The firm runs primarily discretionary mandates, and its filing shows a clear tilt toward liquid, exchange-traded instruments held at a retail-oriented, execution-focused custodian. Fee arrangements are flexible: the firm charges traditional asset-based fees alongside hourly and fixed fees, and can accept performance-based fee arrangements, which signals willingness to structure incentive-aligned mandates for certain clients. Best Life Infinity is not positioned as an ESG-driven or pension consultant adviser and does not act as a capital allocator. It operates across multiple states and runs educational seminars and workshops in addition to one-on-one planning and portfolio management, which suggests a client service model that combines implemented portfolios with financial education.

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Public Holdings

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Location & Offices