Dee Price is a registered investment advisor at Affinity Financial LLC, based in Solon, OH, with 23 years of industry experience. Dee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $400K | 1.85% |
| $400K - $500K | 1.85% |
| $500K - $600K | 1.70% |
| $600K - $700K | 1.75% |
| $700K - $800K | 1.60% |
| $800K - $900K | 1.55% |
| $900K+ | 1.50% |
Amounts under management may be decreased due to Advisor discretion as a result of client relationship that may be due to consulting, insurance, and/or tax services rendered.
Fee Estimator
Location
Solon, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dee owns Dee A. Price Financial Planning SVC Inc., an S corporation established in 1987, which accepts commissions for insurance products, financial planning, and tax preparation services. Dee is licensed to sell life, hospitalization, disability, long-term care insurance, and annuities through the corporation.
Employment History
Current Registrations
Affinity Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Investors Capital Advisory
Eastern Point Advisors INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.