Wealth Management for
Nashville Clients & Nationwide
Who We Serve
Infinitus Wealth Management is a Nashville-based, fee-only fiduciary firm that builds custom investment portfolios. We work with individuals, families, business owners, executives, retirees, and institutions to provide active, personalized investment management designed to help protect, grow, and strategically steward capital across every stage of wealth.
Infinitus Wealth Management · Nashville · We Don't Just Manage Wealth. We Build It.
Erik Roberts, MBA — Founder & Chief Investment Officer. A Wharton MBA, U.S. Army veteran of the 101st Airborne, and Purple Heart recipient, Erik brings years of experience as a financial and wealth advisor to every portfolio Infinitus builds.
A More Personal Approach to Wealth Management
Active Wealth Management Built Around You
We provide active, personalized investment management designed to help you grow, protect, and purposefully steward capital across every stage of wealth. Every client’s path is different, but the goal is the same: a thoughtful, hands-on investment approach built around your life, your priorities, and your long-term opportunities.
Who We Serve
Investment Management for Individuals, Families, & Institutions
⎯ Working Together
How the Relationship Works
Clients come to us expecting clarity, discipline, and direct access to the person managing their capital. The process is built to deliver exactly that.
01
Discovery Call
A no-pressure conversation about your goals, holdings, and what you want your wealth to do — by phone, video, or in person.
02
Strategy Review
We review your holdings, goals, and risk profile, then share observations on how your portfolio is positioned and where a tailored approach may help.
03
Onboarding
Thoughtful, paced execution and, where appropriate, hedging — executed with intention rather than reaction.
04
Active Management
We build and manage your portfolio of individual securities, with ongoing research and protfolio reviews.
⎯ Local Roots, National Reach
Nashville-Based, Serving Investors Nationwide
Based on Music Row, we work with clients across Nashville and throughout the country. Our clients come to us with different backgrounds, goals, and stages of wealth — but often with the same need: more thoughtful, hands-on investment management than a traditional model-portfolio approach provides.
Whether you are building wealth, preparing for retirement, managing concentrated assets, or looking for a more personalized strategy for the capital you have already accumulated, the conversation starts the same way: directly, thoughtfully, and on your terms.
⎯ Portfolio Construction
How every portfolio is built
The segment changes. The discipline doesn't. Every Infinitus portfolio is constructed the same way — starting with individual securities and ending with active, ongoing oversight.
01
Individual Stocks
& Bonds
Securities you own directly — never packaged funds.
02
Custom
Allocation
Built to your goals,risk tolerance, and time horizon.
03
Tax-Aware
Positioning
Asset location andloss harvesting toprotect after-tax return.
04
Active
Oversight
Continuous researchand rebalancing asconditions change.
Schedule a Private Portfolio Consultation
For investors seeking disciplined portfolio management,
tactical asset allocation, and long-term capital stewardship.
Confidential discussion
No Obligation
Direct conversation with Founder & Chief Investment Officer
Learn about our Active & Personalized Portfolio Management
Explore our Investment Strategies
⎯ Frequently Asked Questions
Questions clients ask before joining
Do you only work with clients in Nashville? No. While our office and investment team are headquartered on Music Row in Nashville, our Nashville wealth management practice serves clients across all 50 states. Because we custody assets through Altruist, onboarding, funding, and ongoing management all happen securely online, so where you live has no bearing on the quality of service you receive. Many of our clients have a Nashville connection — a career, a relocation, or an industry tie — but many simply want an investment-first fiduciary and find us regardless of geography.
What kinds of clients does Infinitus serve? We work with six core groups: high-net-worth individuals and families, retired and pre-retirement investors, corporate professionals and executives, business owners and founders, musicians, athletes and entertainers, and endowments, foundations and nonprofits. What unites them is a desire for genuine investment management — portfolios of individual securities built and actively managed by a fiduciary, rather than off-the-shelf products. Each group faces distinct challenges, from concentrated stock to front-loaded earnings to mission-based spending, and our approach is tailored accordingly.
What makes your approach different from other advisors? Two things stand out. First, we build portfolios from individual stocks and bonds that you own directly — not bundled mutual funds — which gives you transparency, control, and tax precision. Second, we are fee-only fiduciaries: we earn a single advisory fee and never take commissions, sell products, or charge performance fees. That structure removes the conflicts of interest baked into many advisory relationships and keeps our incentives aligned with growing your wealth.
How much do I need to invest to work with you? We work with clients across a wide range of portfolio sizes — from young professionals and emerging investors starting with as little as $100,000 to high-net-worth families, business owners, executives, and institutions managing significantly larger portfolios. Rather than enforcing a rigid minimum, we focus on fit. The right client is someone who values individual-security investing, active fiduciary management, and a long-term, growth-oriented approach to building and preserving wealth. Our fee schedule is tiered based on assets under management, starting at 1.00% for portfolios under $1 million and declining to 0.80% at $10 million and above. The best way to know whether we are a match is a no-obligation discovery conversation.
Is Infinitus owned by a larger financial institution? No. Infinitus Wealth Management is an independent, privately owned RIA. There is no parent company, no proprietary fund shelf, and no sales quota directing portfolio decisions. The only party we answer to is the client.
Where are my assets held, and are they safe? Your assets are held in your own name at Altruist, an independent, regulated custodian — not by Infinitus directly. We are granted authority to manage and trade within your accounts, but we never take custody of your funds, which is an important safeguard. You retain full visibility into your accounts at all times and can monitor your holdings independently. This separation between advisor and custodian is a foundational protection in the fee-only fiduciary model.
What are your advisory fees? Fees are a single transparent percentage of assets under management on a four-tier schedule: 1.00% under $1M, 0.95% from $1M to $4.99M, 0.90% from $5M to $9.99M, and 0.80% at $10M and above. A complimentary financial plan is included.
⎯ Explore Further
Related Strategies & Reading
Disclosure: Infinitus Wealth Management is a registered investment adviser. Registration does not imply a certain level of skill or training. All investments involve risk, including the potential loss of principal. No investment strategy can guarantee returns or eliminate risk, and past performance is not indicative of future results. Advisory services are offered only pursuant to a written advisory agreement.