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.
Investment Strategies
Balanced Growth
Equity Strategy
Large-Cap Growth
Equity Strategy
Stable Value Equity
Strategy
Small- & Mid-Cap
Growth Strategy
Private Companies
Investment Strategy
Technologoy-Focused Growth
Global Opportunities
Equity Strategy
Tax-Exempt Municipal
Bonds Strategy
Risk-Controlled
Growth Strategy
Dividend Income
Growth Strategy
Global Bonds Strategy
International
Equity Strategy
The Infinitus Approach
Disciplined Investment Management
Market Research
& Insights
Active & Personalized Portfolio Management
Capital Preservation & Risk Management
Tax-Efficient
Investing
Growth & Capital Appreciation
Tactical Asset
Allocation
Investment Solutions
Across Every Stage of Wealth
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.
