Infresh, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,400,000
Clients
116
Advisors
1
of 2 employees
About
Infresh provides fee-based investment advisory and financial planning to individuals and to employer-sponsored retirement plans, including pension and profit-sharing plans. The firm delivers discretionary portfolio management, an automated ETF-based investment program with automated rebalancing and optional tax-loss harvesting, and consultative financial planning and pension consulting services.
The firm follows a tactical asset-allocation strategy intended to reduce risk and increase performance, constructing portfolios with mutual funds, ETFs, exchange-listed securities, cash positions and, on occasion, options such as long-dated calls (LEAPs). Infresh combines fundamental, technical and cyclical analysis to shape allocations and applies ongoing portfolio customization and rebalancing to align with client objectives.
Infresh is notable among similarly sized independent advisors for offering pension consulting and implementation work—evaluating fiduciary compliance, recordkeeping and third-party administration, investment policy and employee communication and education—and then implementing and monitoring sponsor-approved recommendations. The firm also combines bespoke discretionary management with an automated program and selective options use, a mix that is less common among peers, and manages roughly $62.4 million across about 116 client relationships.
Client services
Expertise
Fee options
One-time fixed fees for financial planning; specific amounts negotiable and disclosed in Financial Planning Agreement
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Fees for financial planning billed hourly; specific rates negotiable and disclosed in Financial Planning Agreement
Minimum fee: $2,500 per year for investment advisory; $1,000 per year for pension consulting; minimum fees may be reduced or waived at discretion
Main office
1219 W. Main Cross St., Suite 205
Findlay OH 45840
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Infresh Financial Network, LLC · Infresh, Inc.
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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