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| Infinity Wealth Counsel LLC
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| CRD # | 171959 |
| SEC # | 801-126090 |
| CIK # | 0002066524 |
| AUM | 151.9 M (2026-02-24) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-563-3500 |
| Address | 433 West Loveland Ave Loveland, OH 45140 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (2/24/2026) [Brochure] |
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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] |
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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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Clients | 4 |
| Serves | Institutional, Retail |
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