Infinity Wealthcare, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Infinity Wealthcare, LLC is a fee-only registered investment adviser that provides wealth and portfolio management and investment planning and consulting services to individuals, self-employed professionals, small business owners, retirement and pension plans, profit-sharing plans, and trusts. Like many independent advisers, it offers portfolio management for individual clients and charges clients on a percentage-of-assets basis.
The firm provides both discretionary and non-discretionary management tailored to growth, income, or combined objectives, employing fundamental and technical analysis and standardized options (with options Greeks analysis) as income-generation and hedging tools. Portfolios are monitored and rebalanced on an ongoing basis, and the firm also offers project-based consulting and educational seminars, workshops, coaching, and pension-related planning as part of its services.
Noteworthy differences from many peers include the availability of performance-based fee arrangements for qualified clients and the willingness to advise retirement/pension and other pooled or institutional-type accounts, which are less common among independent advisers. The combination of active options strategies, technical-analysis tools that can support market-timing decisions, and a formal seminar/workshop consulting offering distinguishes the firm within its peer group.
Client services
Expertise
Occupation focus
Fee options
Project-based consulting fees ranging from $750 to $10,000.
up to 1.5% per annum
Up to $250 per hour for Investment Planning and Consulting Services.
10% fee on the amount of gain from the prior quarter for qualified clients.
Account minimum: $300,000 Fee-only: Fee-only Registered Investment Advisor; no commissions accepted.
Main office
Cumming GA
Advisors at this office
1
Most active in
Georgia · Texas
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.
Forms ADV
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