WHO WE ARE
Infinitus Wealth Management
We are a Fiduciary, Independent Wealth Advisor. Clients benefit from our world-class portfolio construction and investment management services.
We build custom portfolios and offer multiple investment strategies to meet our clients' unique investment goals.
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We actively manage several US equity, international equity, fixed income, tax-exempt fixed income, and blended strategies ranging from large-cap to small-cap equity and income-generating strategies.
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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.
We build custom portfolios and offer multiple investment strategies to meet your unique investment goals.
Music Row
55 Music Square E, Nashville, TN 37203
About
Erik James Roberts
CEO | Wealth Advisor
Erik James Roberts is the CEO and a Chief Investment Officer at Infinitus Wealth Management LLC. Erik graduated with an MBA from the Wharton School. Erik also attended Vanderbilt's Owen Graduate School of Business and Youngstown State University, majoring in finance. Erik specializes in investment analysis using fundamental and technical analysis, portfolio construction and management, strategic planning, and risk mitigation.
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Erik Began his career by serving in the U.S. Army in the 101st Airborne as an infantryman during the invasion of Iraq in 2003. Erik then led a Recon Infantry team before being severely wounded in combat and received a Purple Heart Medal. After the military, Erik found his passion for investing at the Wall Street Warfighters Foundation and gained extensive experience working as a financial advisor for Merrill Lynch and Edward Jones Investments and as an Equity Research Analyst at Thompson Research Group.
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During Erik's military service, an explosion in Baghdad completely severed his femur, and he was given only a 10% chance to keep his leg. After 14 surgeries, Erik's surgeons told him that he would never run again, but he vowed on CNN to one day run a marathon. After severe muscle loss and nerve damage, Erik fought to keep his leg. His determination not to give up but to succeed enabled him to run multiple marathons and later complete a 140-mile Ironman triathlon. Erik continues to embody that same level of dedication and focus as he works with clients to help them achieve their financial goals.
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Advisory Board
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%
Maximize Your Returns, Minimize Your Worries.
Your Path Forward Begins with a Conversation.
Mission
Your financial well-being is our mission. Driven by the conviction that each client's investment portfolio must be tailored to that individual's needs, Infinitus seeks a principled balance between capital growth and capital preservation over your lifetime. Our clients' success has driven our growth. We develop personalized portfolios that lead to prosperous and long-term relationships by knowing and understanding each client's needs and goals.
Protecting Capital
We use individual company fundamental analysis augmented by technical and macro-economic analysis to generate a balanced portfolio. Our greatest strength is the ability to protect capital during times of extreme market stress and generate wealth over the course of market cycles.
