Infinity Wealth Counsel, LLC

Infinity Wealth Counsel, LLC is an investment advisory firm established in 2014, offering financial planning, investment management, and retirement plan advisory services. The firm manages client assets totaling $129,323,294 on a discretionary basis and $3,294,562 on a non-discretionary basis as of February 25, 2025. Services include financial planning, investment management, and retirement plan advisory services. Financial planning covers areas such as estate planning, risk management, retirement planning, and investment portfolio design. Investment management involves developing an Investment Plan based on the client's financial circumstances and goals. The firm uses a diversified asset allocation approach with a value-oriented tilt. IWC does not participate in wrap programs and may recommend third-party advisors for specific roles in managing client portfolios. Fees are based on a percentage of assets under management, starting at 1.00% for the first $1,000,000. The minimum portfolio value is $250,000, and the minimum annual fee is $2,500. IWC acts as a fiduciary and does not have any disciplinary events to report. The firm does not vote proxies for client securities and does not have physical custody of client funds. Clients may direct brokerage and wire transfers, and IWC may recommend IRA rollovers, presenting a conflict of interest. The firm does not vote proxies for client securities and does not have physical custody of client funds. Clients may direct brokerage and wire transfers, and IWC may recommend IRA rollovers, presenting a conflict of interest.