Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $350/hr

Portfolio management fees range from 0.25% to 2.50% annually, depending on the amount of assets managed. There is also a monthly service and reporting fee. Financial planning fees are either hourly ($100-$350) or a flat fee ($250-$5,000). Pension consulting services are also offered at an hourly rate or a percentage of plan assets. Clients are responsible for third-party fees. Fees are negotiable, but there is a minimum fee of 25 basis points per year based on assets under management which may be waived at IFSA’s sole discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

2151 River Plaza Dr, Suite 320, Sacramento, CA, 95833

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Gurpreet is the COO of NihaLife Insurance and Financial Solutions, an insurance marketing organization, since 2019. This takes about half of Gurpreet's time, with some work occurring during trading hours.

Employment History
Current Registrations
Infinity Financial Services Advisory
June 2020 - Present · 5 yrs 7 mos
Infinity Financial ServicesBroker
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
Infinity Financial Services
October 2019 - December 2020 · 1 yr 2 mos
Transamerica Financial Advisors, INC.
October 2016 - September 2019 · 2 yrs 11 mos
Transamerica Financial Advisors, INC Broker
November 2015 - September 2019 · 3 yrs 10 mos
State Registrations2 states
CAOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.