The Hybrid Broker-Dealer Advantage
Financial Planning Professionals for California and Beyond
Infinity Financial Services is a “hybrid broker-dealer.” So what does this mean and why is it important to you?
Typically people looking to invest money contact either a registered investment advisor or a brokerage firm.
A registered investment advisor provides financial advice. Advisors charge an annual fee for the services they provide, based on a percentage of the assets you have under their management.
A brokerage firm connects clients with investments and is licensed to carry out these investment transactions on a commission basis—meaning when you buy or sell securities, they get a commission.
With Infinity Financial Services, you choose the working relationship that best fits how you like to work, your experience level, and your current financial picture. If at some point in the future you wish to change, you can. You have the power to choose what’s right for you without switching investment firms.
