Infinity Wealth Counsel LLC

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Infinity Wealth Counsel LLC
CRD #171959
SEC #801-126090
CIK #0002066524
AUM 151.9 M (2026-02-24)
Employees 4 (50% Investors, 0% Brokers)
Fees
Minimum
Phone513-563-3500
Address433 West Loveland Ave
Loveland, OH 45140
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
16012896643202010201520212027
Fees and Compensation — Form ADV Part 2A (2/24/2026) [Brochure]
Item 5 Fees and Compensation
General Fee Information
Fees paid to IWC are exclusive of all custodial and transaction costs paid to the client's custodian,
brokers or other third party consultants. Please see Item 12 - Brokerage Practices for additional
information. Fees paid to IWC are also separate and distinct from the fees and expenses charged by
mutual funds, ETFs (exchange traded funds) or other investment pools to their shareholders (generally
including a management fee and fund expenses, as described in each fund's prospectus or offering
materials). The client should review all fees charged by funds, brokers, IWC and others to fully
understand the total amount of fees paid by the client for investment and financial-related services.

Neither IWC nor any supervised persons accept compensation for the sale of securities or other
investment products, including asset-based sales charges or service fees from the sale of mutual
funds.

Lower fees for comparable services may be available from other sources.

Financial Planning Fees
IWC provides financial planning services on an hourly and fixed fee basis. Clients who retain IWC to
complete a full written financial plan will be provided a written estimate prior to the commencement of
work on the project. Generally, our fixed fees range from $2,500 to $4,000. The agreed upon fee is due
and payable upon delivery of the financial plan. In the event of termination prior to the completion of
the plan, clients will be billed for the value of the amount of work already performed on the plan. An
invoice will be mailed for any amounts due. In addition to full financial plans, IWC offers hourly financial
planning consultations. The fee for this service is $300 per hour, which is payable upon provision of
services.

Investment Management Fees
The annual fee schedule, based on a percentage of assets under management, is as follows:

First $1,000,000                  1.00%
Next $2,000,000                   0.75%
Next $2,000,000                   0.60%
Balance above $5,000,000          0.50%

The minimum portfolio value is $250,000. The minimum annual fee for any client is $2,500. IWC may,
at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where IWC
deems it appropriate under the circumstances.

Investment management fees are generally payable quarterly, in advance. If management begins after
the start of a quarter, fees will be prorated accordingly. With client authorization and unless other
arrangements are made, fees are normally debited directly from client account(s).

Either IWC or the client may terminate their Investment Advisory Agreement at any time, subject to any
written notice requirements in the agreement. In the event of termination, any paid but unearned fees
will be promptly refunded to the client based on the number of days that the account was managed,
and any fees due to IWC from the client will be invoiced or deducted from the client's account prior to
termination.

Third Party Advisor Fees (Closed to New Clients)
When utilized, Third Party Advisors will charge a fee to manage the client's account. This fee is
separate from and in addition to the fee assessed by IWC.

Retirement Plan Advisory Services

The annual fee schedule is as follows:

First $1,000,000                  0.75%
Assets over $1,000,000            0.50%

Fees are payable quarterly, in advance, based upon a valuation of the account at closing prices on the
last day of the prior three-month period. Upon termination by either party, the effective date of
termination shall be used at the concluding date for valuation of the account. The final charge for
investment services will cover the period from the most recent valuation to the termination date. IWC
will promptly refund any prepaid fee, prorated to the termination date.
Account Minimums and Types of Clients — Form ADV Part 2A (2/24/2026) [Brochure]
Item 7 Types of Clients
IWC serves individuals, including high net worth individuals, pension and profit-sharing plans,
charitable organizations, trusts, and estates. With some exceptions, the minimum portfolio value
eligible for conventional investment advisory services is $250,000, and the annual minimum fee
charged is $2,500. Under certain circumstances and in its sole discretion, IWC negotiates such
minimums.
Sector Form 13F Holdings Value ($M)
Procter & Gamble Co 2.1
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
13010478522602023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 79 26.6
(b) Individuals (high net worth individuals) 46 118.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 3.7
(h) Charitable organizations 0 2.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 422 151.9
By Discretionary
Discretionary 421 148.8
Non-Discretionary 1 3.1
Total 422 151.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 151.9
Total 422 151.9
EDGAR Form CIK 2011 - 2026
13F-HR [0002066524]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients4
ServesInstitutional, Retail
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