Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,526,039
Total clients
88
9% high-net worth
Total advisors
6
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
15
Average account size
$437,796
Best Life Infinity serves individual investors and families, including high-net-worth clients and a focused practice for military survivors and combat veterans. The firm provides investment management, financial planning, and retirement rollover advice, managing portfolios that may include mutual funds, separate account managers, equities, bonds and options while operating as a small team of advisors.
The firm’s investment approach emphasizes asset allocation and diversification informed by modern portfolio theory, macroeconomic and fundamental analysis. Strategies range from passive and active management to third‑party models and options overlays, with accounts generally managed on a discretionary basis and reviewed regularly.
Distinctive features include the availability of performance‑based fee arrangements for qualified clients and a practice of offering educational seminars and workshops to clients and prospects. The firm also maintains a specialized service stream for Military Survivors that can include reduced or no‑cost planning supported by third‑party funding or donated advisor time, which differs from most peers.
Flat fees vary depending on the financial planning services provided; investment management flat fees billed quarterly up to $24,000 annually
0.375% to 2% when utilizing 3rd party money manager strategies (range depending on strategy and advisor)
Up to $375 per hour
20% of dividends, distributions, interest and covered call net proceeds for Qualified Clients; 15% for Military Survivors
Account minimum: Usually, the recommended minimum is $100,000; however, exceptions maybe made on a case-by-case basis.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Best Life Infinity, LLC
1755 Telestar Dr., Ste. 300
Colorado Springs CO 80920, United States
Number of offices
2
CFP®, ChFC®, PFS™, Series 63, Series 65
Colorado Springs, CO
Best Life Infinity, LLC
Series 65
Walpole, NH
Best Life Infinity, LLC
CFP®, Series 66
Williamstown, NJ
Best Life Infinity, LLC
CFP®, Series 65
Maitland, FL
Best Life Infinity, LLC
Series 63, Series 65, Series 66
Boise, ID
Best Life Infinity, LLC
Series 65
Colorado Springs, CO
Best Life Infinity, LLC
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