In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of America saved them).
Although the large Wall Street firms had years of history and success behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.
We invite you to learn more about us and our mission to deliver valuable, low-cost financial advice to retirees, executives & entrepreneurs.
2009
5-9 Employees
Fidelity Investments
All states served
Arvada, Aurora, Boulder, Brighton, Broomfield, Commerce City, Conifer, Denver, Dupont, Eldorado Springs, Englewood, Evergreen, Golden, Henderson, Indian Hills, Kittredge, Lafayette, Littleton, Lone Tree, Louisville, Morrison, Parker, Watkins, Westminster, Wheat Ridge, Cherry Creek
16
Individual Investors, Businesses
Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management
Financial Planning Association (FPA)
Options & Futures, Commodities, Stocks, Annuities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Mutual Funds, Bonds, Socially Responsible Investments (SRI)
Yes
Your Home, Phone, Email, Your Office, Our Office, Video Conference
Fee-Only
$500,000
Based on Assets, Hourly
Negotiable
$250
$2,500
100+
100+
100+
$12,000,000
100+
100+
100+
$120,000,000
https://infiniumadvisors.com/terms-of-use/
Additional Detailed Disclosures
