Infinity Wealthcare, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,958,992
Clients
23
61% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$911,261
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Market timing
Expertise
Options & derivatives strategies
Real estate investing
Occupation focus
Self-Employed
Founder/Business Owner
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 location
Infinity Wealthcare, LLC
Cumming GA, United States
Number of offices
1
Most active in
Infinity Wealthcare, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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