Best Life Infinity, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Best Life Infinity, LLC provides investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans served through its Military Survivor Financial Services practice. The six-advisor firm manages roughly $48 million across about 110 client relationships and implements portfolios using mutual funds, separate account manager portfolios, equities, bonds and options.
The firm’s investment process emphasizes asset allocation and diversification informed by modern portfolio theory, macroeconomic and fundamental analysis, and employs both passive and active strategies as well as options and third‑party model portfolios. BLI typically manages accounts on a discretionary basis, may engage third‑party money managers, and uses covered‑call and other options strategies as part of its toolbox.
Compared with many peer team firms, BLI offers performance‑based fee arrangements for qualified clients and a reduced performance arrangement for Military Survivors, a structure the firm notes is available in limited circumstances. The firm also provides specialized, low‑cost or pro bono planning and financial education to military survivors—sometimes supported by third‑party funding or donated advisor time—and discloses ERISA fiduciary guidance and written retirement advice materials for clients considering rollovers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees for financial planning vary; investment management flat fee up to $24,000 annually billed quarterly
0.375% to 2% (varies by representative and use of 3rd party managers)
Up to $375 per hour for financial planning
20% of dividends, distributions, interest and covered call net proceeds for qualified clients; 15% for Military Survivors
Account minimum: $100,000 Fee-only: Financial planning hourly fees up to $375/hour; flat fees vary, with plans over $1,200 delivered within 6 months
Main office
See office1755 Telestar Dr., Ste. 300
Colorado Springs CO 80920
Advisors at this office
2
Offices (5)
Most active in
California · Colorado · Florida · Georgia · Idaho · Illinois · Louisiana · Maryland · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Also doing business as
Best Life Infinity, LLC · Military Survivor Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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