clients worldwide†
$299 billion†
in investible assets†
Secure Your Financial
Future with Expert Guidance
Financial Advisors Serving Denver, Miami & the Bay Area –
Helping You Make Smarter Money Decisions
- Tailored Wealth Management – Strategies customized to your goals.
- Dedicated Advisors – Expert guidance with a hands-on approach.
- Comprehensive Planning – Support for retirement, taxes, estate, Social Security & Medicare.
- Fiduciary Commitment – Fee-only advisory, always putting clients first.
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QUESTIONS AND ANSWERS
Frequently asked questions
How do you charge for your services?
We are a fee-only Registered Investment Advisor, or RIA. We do not accept any commissions unlike many brokers and insurance agents. We calculate client fees four times per year and assess them quartlerly.
What services are you going to provide to me?
Infinium is a full-service wealth management firm. Our team will customize our service offering to meet your needs exactly. Unlike many financial services companies in the marketplace today, we do not force-feed you products and services you don’t need. Rather, we listen first and match you with the most appropriate solutions. What a novel idea, right?
How often do you review my portfolio and investments?
We continually assess the investments in your portfolio to make sure a) they are suitable to your situation, and b) are providing you good bang for the buck. Formal reviews happen on a customized schedule that we work on together once you become a client.
Do you charge extra for meetings or financial plans?
There are a variety of ways to work with us including project-based, which may be a flat fee, hourly, or an all-inclusive annual % that covers all the work we do. Our goal is to customize the work we do and align that to how you pay so as to give you the best value for your money.
How are you picking the investments to go into my portfolio?
We primarily utilize the Fidelity Investments platform from which to deliver our wealth management solutions to clients. We can and will use other providers depending on what a client needs. We consult a wide variety of sources to develop our in-house investment strategies. All too often financial advisors are merely regurgitating someone else’s opinions and strategies; by contrast, we believe you have to be ‘down on the field’ and doing the hard work in order to be a good money manager.
What if I want to leave Infinium - are there any penalties for closing my accounts?
We firmly believe that if you are not happy for any reason and don’t want to employ us as your financial advisors anymore, you should be able to move your accounts elsewhere without incurring penalties. Try doing that at a big brokerage firm, for example, where they attempt to tie up their clients in as many products and services as they can so client have a hard time leaving. That’s not fair, and it’s not what you’ll ever see from us.
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