Our highest fee is just 0.65% of assets annually. Compare this to a typical wealth advisor where you'll pay at least 1% -2%.
Of course! Our team is ready to answer questions and assist at any time. We also serve as an outsourced CIO and fiduciary so each account is assigned an Investment Advisor Representative to guide you as needed.
Customer trust and data security are central to everything we do at Infinite Giving. You can learn more about how we protect your funds here.
Fees are calculated quarterly in arrears based on your average daily balance. Fees are taken directly out of your Infinite Giving account.