Infinity Wealthcare, LLC

RIASEC Registered

Total AUM

$21M

Discretionary

$16.6M

79% of AUM

Avg account

$361K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 300622
Website: infinitywealthcare.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI87.51%
Individuals12.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Infinity Wealthcare, LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm identifies itself as a capital allocator and offers a mix of fee arrangements — percentage-of-AUM, hourly, fixed fees and performance-based fees — across its client relationships. Its stated services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, selection of other advisers, pension consulting, market-timing services and educational seminars/workshops. The firm does not position itself as an active ESG investor.