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Understanding Advisory Fees

 WITH FEE-ONLY FINANCIAL PLANNERS

Infinity Wealth Counsel is a fee-only Registered Investment Advisor.
We believe in complete fee transparency.
We do not receive commissions or other payments from any third parties.
This enables us to eliminate the primary conflict of interest which is inherent
in the traditional brokerage and insurance sales models.

Fees for our services are as follows:

Financial Planning

The base fee for financial planning is $2,500. 

 

Areas which are addressed include:

  • Financial Independence

  • Funding higher education for children and grandchildren

  • Review of Assets and Liabilities

  • Risk Management

  • Insurance Analysis

  • Estate Plan Review

  • Cash Flow Projections

  • Monte Carlo Analysis

Adjustments to fees may be made based on the complexity of your situation

Portfolio Management

Portfolio Management Fees are an annual fee based on the portfolio value.

Our fee schedule is as follows:

Our minimum annual advisory fee is $2,500

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