James Hall is a CFP-designated registered investment advisor at Affinity Wealth Management LLC, based in Wilmington, DE, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 639 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Affinity Wealth Management's investment advisory fees range from 0.50% to 1.50% annually, based on the value of your portfolio. The fee depends on the complexity of services, the amount of assets managed, and the overall relationship with AWM. Fees are negotiable.
Location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
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Regulatory History (1)
Customer Dispute
March 2020Employment History
Current Registrations
Affinity Wealth Management LLC
Previous Registrations
Mercap Securities, LLCBroker
Coastal Equities, INC.Broker
Centaurus Financial, INC.Broker
Affinity Wealth Management LLC
American General Securities IncorporatedBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
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.