Infiniti Wealth Management

Retirement Planning Firm in Brewster, NY

Firm Info
Address: 3 Starr Ridge Rd Suite 103, Brewster, NY 10509, USA
Phone: (845) 278-8638

Firm Size
Assets Under Management: $155.5 million
# of Advisors: 3
# of Clients: 533
Client to Advisor Ratio: 178:1
Average Account Size: $291,731
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Infiniti Wealth Management Overview

INFINITI WEALTH MANAGEMENT is a registered investment advisory firm that has been providing investment advice to its clients since 2008. The firm is headquartered in Brewster, NY, and offers fee-only services. As a fee-only advisory firm, INFINITI WEALTH MANAGEMENT is committed to helping their clients achieve their financial goals by providing unbiased investment advice. They do not receive any commissions from the purchase or sale of financial products, which means that their clients can be confident that their recommendations are based solely on their financial needs and not on any financial incentives. The firm offers financial planning services that help their clients determine their long-term financial goals and create a plan to achieve them. They also provide portfolio management services for individuals and small businesses that help clients manage the risks and returns of their investments. Overall, INFINITI WEALTH MANAGEMENT is a great option for those looking for an investment advisory firm that provides personalized, fee-only services. Their commitment to providing unbiased advice and helping their clients achieve their financial goals sets them apart in the industry.

INFINITI WEALTH MANAGEMENT offers its financial services to a broad clientele base that comprises both individuals and high net worth individuals. Whether an individual is starting to plan for their future financial goals or a high net worth individual requires meticulous asset management, INFINITI WEALTH MANAGEMENT has the expertise to provide comprehensive financial solutions tailored to their unique needs and objectives. The firm's clients come from various professional backgrounds, including entrepreneurs, retirees, medical professionals, and affluent families, among others, and are located across the United States. To ensure its clients receive value and are satisfied with its services, INFINITI WEALTH MANAGEMENT provides several fee structures depending on the service provided. The firm's fee structures include a percentage of the assets under management (AUM), hourly fees, and fixed fees. These fee structures enable clients to choose a payment mode that suits their financial position and needs. For instance, clients with a stable AUM can opt for a percentage of AUM fee, while those with financial planning needs that do not require continuous management may prefer the hourly or fixed fee option. INFINITI WEALTH MANAGEMENT's fee structures are competitive and transparent, with no hidden charges, to ensure that clients receive the best value for their money.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for INFINITI WEALTH MANAGEMENT does not mention anything regarding their investment minimum. Therefore, we cannot determine what their investment minimum is from their brochure. It is recommended that potential investors contact the firm directly or consult with a financial advisor to determine their investment minimums.

How This Office Can Help Brewster, NY Residents

Infiniti Wealth Management offers comprehensive financial planning services to clients in Brewster, NY. With a focus on personalized solutions, their team of experienced financial advisors works closely with clients to understand their unique financial situations and goals. For clients in Brewster, NY, Infiniti Wealth Management can help with a range of financial challenges. Many residents in the area may be facing retirement planning or saving for their children's education. The team at Infiniti can help develop a strategic investment plan to ensure that clients are on track to meet these long-term financial goals. Additionally, with the high cost of living in the New York City area, many Brewster residents may be concerned about managing debt or finding ways to live within their means. Infiniti can help clients understand their cash flow and create a budget that will allow them to enjoy a comfortable lifestyle without putting their long-term financial security at risk.

To view the Minimum Investment and Fee Schedule for Infiniti Wealth Management, visit their Part 2 Brochure.

Services Offered by Infiniti Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Infiniti Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3 Starr Ridge Rd Suite 103, Brewster, NY 10509, USA
Phone (845) 278-8638
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Infiniti Wealth Management is registered to service clients in the following states:

  • Connecticut
  • Florida
  • New Hampshire
  • New Jersey
  • New York
  • Texas

Disciplinary History

Infiniti Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.