Infiniti Wealth Management's Form ADV discloses 1.25% on the first $2 million, 1.00% on the next $3 million, 0.75% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #127216), Infiniti Wealth Management is subject to fiduciary duty under federal law.
Infiniti Wealth Management is headquartered in BREWSTER, NY.
Infiniti Wealth Management serves 41 high-net-worth clients according to their SEC filing dated February 6, 2026. View client details ↓
According to their SEC Form ADV, Infiniti Wealth Management offers financial planning and portfolio management for individuals. View all service details ↓
Infiniti Wealth Management manages $187 million in client assets according to their SEC filing dated February 6, 2026.
According to their SEC Form ADV, Infiniti Wealth Management serves high-net-worth individuals. View client details ↓