Infinitus Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Infinitus Wealth Management provides discretionary portfolio management and written financial planning primarily for individual clients and their families, and also offers fee-based financial literacy seminars and educational events. The firm manages roughly $5.9 million for a small client base and conducts account custody and trade execution through a designated broker‑dealer/qualified custodian relationship with Altruist Financial (clearing via First Clearing).
Portfolios are tailored to each client’s objectives and risk tolerance and the firm employs multiple methods of analysis — including fundamental, technical and cyclical approaches — with strategies that range from long‑term holdings to shorter‑term and frequent trading; accounts are reviewed at least quarterly. The firm’s stated investible universe is broad, explicitly listing conventional securities, fixed income, interests in real‑estate partnerships and cryptocurrencies, and it will modify strategies for special situations such as legacy holdings or tax considerations.
Notable operational features include modular financial plans delivered in a two‑session format, a policy to waive or reduce planning fees when clients implement recommendations through the firm, and a formal offering of educational seminars at fixed fees. As a solo, state‑registered adviser, the firm discloses that it does not accept commission‑based compensation for product sales and does not vote client proxies, leaving proxy voting and final implementation decisions to clients.
Client services
Expertise
Fee options
Financial planning fixed fees generally range from $200 to $1,500, negotiable, based on client's situation and topics covered. Financial literacy educational services fixed fees generally range from $250 to $750 per hour, negotiable.
$0 - $999,999.99: 1.0% $1,000,000 - $4,999,999.99: 0.95% $5,000,000 - $9,999,999.99: 0.90% $10,000,000+: 0.80%
Account minimum: $50,000
Main office
55 Music Square E, Suite B
Nashville TN 37203
Advisors at this office
1
Most active in
Ohio · Tennessee
Disclosures
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