Infresh, Inc. offers investment advisory and financial planning services, managing client portfolios on a discretionary basis. Infresh uses a tactical allocation strategy to reduce risk and increase performance, potentially using exchange-listed securities, CDs, municipal securities, mutual funds, options, and U.S. government securities. They also offer an automated investment program through Schwab's platform. Infresh assists employers with qualified retirement plan solutions and provides financial planning services tailored to client's goals and financial situations.
Assets Under Management$55M
Clients125
Advisors1
Avg. per Client$440K
Avg. per Advisor$55M
Fee Structure
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable for accounts larger than $2 million. There is a minimum investment advisory fee of $2,500 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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