Infinity Financial Services Advisory
Assets Under Management
$150.1M
Number of Clients
667
Number of Advisors
34
Average Client AUM
$225K
AUM per Advisor
$4.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IFSA provides portfolio management based on client goals and risk tolerance, including investment strategy, asset allocation, and regular monitoring. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. They may also direct clients to third-party investment advisers.
Fee Structure
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
Location
212 9th Street, Suite 202, Oakland, CA, 94607