Matthew Oberholzer is a CFP-designated registered investment advisor at Infinity Wealth Counsel, LLC, based in Loveland, OH, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 125 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
IWC may make exceptions to the foregoing or negotiate special fee arrangements where IWC deems it appropriate under the circumstances.
Fee Estimator
Location
433 West Loveland Ave, Suite 100, Loveland, OH, 45140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Infinity Wealth Counsel, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations2 states
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