INDEPENDENT FIDUCIARY | ACTIVE PORTFOLIO MANAGEMENT
Music Row
55 Music Square E, Nashville, TN 37203
We build custom portfolios and offer multiple investment strategies to meet your unique investment goals.
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Active & Personalized Portfolio Management
Dynamic, client-specific portfolios that rely on deep research and active decisions to drive superior outcomes. We provide continuous active management—monitoring markets, reassessing positions, and making timely adjustments to help maximize results.
Tactical Asset Allocation
Markets move through cycles, and we adjust. We shift exposures across asset classes, sectors, and styles when the data supports it, aiming to reduce downside risk while positioning your portfolio to benefit from new opportunities.
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Market Research
& Insights
We conduct in-depth, data-driven market research to guide every investment decision.We analyze macro trends, sectors, and individual securities—then distill that work into clear, actionable insights for your portfolio.
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Tax‑Efficient
Investing
We integrate tax considerations directly into portfolio management—managing distributions, realizing gains strategically, and optimizing account placement to improve after‑tax performance and keep more of your returns compounding.
Capital Preservation & Risk Management
Preserving capital is foundational to our approach. We combine diversified allocations, clear risk limits, and continuous active management to protect your wealth through different market environments.
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WHO WE SERVE
Investment Solutions
Across Every Stage of Wealth
We offer active portfolio management and personalized investment strategies designed to support you through every phase of life while aligning with your financial goals and overall financial picture.
We work with individuals and families whose financial lives evolve over time, requiring thoughtful strategy and ongoing portfolio oversight.
Our focus is on maintaining alignment, managing risk, and adapting your investment approach as markets, opportunities, and personal priorities change.
Maximize Your Returns, Minimize Your Worries.
Your Path Forward Begins with a Conversation.
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
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.
Altruist Financial LLC is not a bank
APY is variable and subject to change.
