Active Personalized Investment Management & Independent Fiduciary
We build custom portfolios and offer multiple investment strategies to meet your unique investment goals.
Music Row
55 Music Square E, Nashville, TN 37203
Infinitus Wealth Management is a Nashville-based investment advisory firm providing active portfolio management for individuals, families, and professionals.
We build customized investment portfolios designed to grow capital, manage risk, and adapt to changing market conditions.
As an independent fiduciary, our focus is disciplined decision-making, research-driven strategy, and long-term alignment with client objectives.
Erik James Roberts
Founder & Chief Investment Officer
Erik James Roberts is the Founder and Chief Investment Officer of Infinitus Wealth Management. He holds an MBA from the prestigious Wharton School of the University of Pennsylvania, widely recognized as the world’s premier institution for finance and business education.
With extensive investment management experience, Erik specializes in fundamental investment research, portfolio construction and management, strategic asset allocation, and disciplined risk management.
Erik is also a Purple Heart combat-wounded veteran who previously served as an infantryman in the U.S. Army’s 101st Airborne Division.
Trust & Transparency
Dedicated to Your Financial Success
Independent
Fiduciary
Clear Performance Reporting
Disciplined Investment Process
Fee-Only,
No Commissions
Schedule a Private Portfolio Consultation
Investment-Focused Wealth Management
Confidential discussion
No Obligation
Direct conversation with Founder & Chief Investment Officer
Learn about our Active & Personalized Portfolio Management
Explore our Investment Strategies
Fees
We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well.
No Performance Fees
We charge no performance fees. Our simple and straightforward Assets Under Management fee allows our advisors to focus on achieving our clients' goals.
No Commissions
We charge no commissions on buying and selling investments, so our interests are completely aligned as we grow and protect your accounts.
No Financial Planning Costs
A complimentary and comprehensive financial plan is available to all clients of Infinitus Wealth Management.
Fees charged for our asset management services are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the total amount of assets under management for the client.
Assets Under Management
Less than $1,000,000
$1,000,000 to $4,999,999.99
$5,000,000 to $9,999,999.99
$10,000,000 or more
Annual Fee Rate
1.00%
0.95%
0.90%
0.80%
Schedule a Complimentary Consultation
High Yielding Cash Accounts
with Altruist Cash
Altruist Financial LLC is not a bank
APY is variable and subject to change.
3.20% APY
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Up to $3M in FDIC Insurance on individual, trust, and business cash accounts, and up to $6M on joint accounts, through our partner banks.
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There are no AUM fees on cash accounts.
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No minimums, no transfer volume limits, and easy ACH linking.
Investment Newsletter
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Frequently Asked Questions
What is a fiduciary financial advisor?
A fiduciary financial advisor is legally and ethically obligated to act in your best interest at all times — not the interest of a broker, bank, or investment firm. At Infinitus Wealth Management, we are an independent fiduciary, which means we have no affiliation with any financial institution and earn zero commissions. Every recommendation we make is driven solely by what is best for your portfolio and your long-term financial goals.
What is active portfolio management?
Active portfolio management is an investment approach where a portfolio manager makes ongoing, research-driven decisions about buying, selling, and adjusting investments based on market conditions, economic data, and individual security analysis. Unlike passive investing, which simply tracks an index, active portfolio management allows us to respond to market opportunities and risks in real time. At Infinitus Wealth Management, we combine fundamental investment research, tactical asset allocation, and disciplined risk management to build and manage custom investment portfolios designed to grow capital and protect wealth.
How does Infinitus Wealth Management charge for its services?
Infinitus Wealth Management charges a simple, transparent Assets Under Management (AUM) fee with no commissions, no performance fees, and no financial planning costs. Our annual fee rates are:
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Less than $1,000,000: 1.00%
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$1,000,000 to $4,999,999: 0.95%
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$5,000,000 to $9,999,999: 0.90%
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$10,000,000 or more: 0.80%
Because our fee is based on your assets, our interests are completely aligned — we grow when you grow.
What is the minimum investment to work with Infinitus Wealth Management?
Infinitus Wealth Management works with investors with a minimum of $100,000 in investable assets. Our client base primarily consists of high-net-worth individuals, families, business owners, executives, and professionals with portfolios ranging from $1 million to $25 million and beyond. We offer tailored investment solutions across every stage of wealth, from our Foundations strategy for emerging investors to our Private Wealth & Legacy program for clients with $25 million or more.
What makes Infinitus Wealth Management different from other wealth managers in Nashville?
Several things set Infinitus apart from other financial advisors and wealth managers in Nashville. First, we are an independent fiduciary — we are not affiliated with any bank, broker-dealer, or insurance company, so our advice is always unbiased. Second, our focus is exclusively on active, personalized investment management and custom portfolio construction — we are not a generalist financial planning firm. Third, our founder Erik James Roberts holds an MBA from the Wharton School of the University of Pennsylvania, the world's top finance program, and brings extensive experience from Merrill Lynch, Edward Jones, and other Wall Street and financial services experience. Finally, our fee structure is fully transparent with no commissions and no hidden costs.
Who does Infinitus Wealth Management work with?
Infinitus Wealth Management serves a diverse range of clients across Nashville and beyond, including high-net-worth individuals and families, business owners and founders, corporate professionals and executives, retired and pre-retirement investors, professional athletes, musicians and entertainers, endowments, foundations and nonprofit organizations, and young professionals building long-term wealth. We offer customized investment portfolios and tailored strategies for every client type and every stage of wealth.
How do I get started with Infinitus Wealth Management?
Getting started is simple. Schedule a complimentary, no-obligation private portfolio consultation directly with Erik James Roberts, Founder and Chief Investment Officer. During this confidential conversation we will discuss your financial goals, current portfolio, investment timeline, and risk tolerance to determine how Infinitus can help you grow and protect your wealth. There is no pressure and no commitment required. Contact us at erik.roberts@infinituswealth.com or visit our website to request your consultation today.