Gaetano Cappelletti is a CFA-designated registered investment advisor at Affinity Financial Advisory, based in Allen Park, MI, with 15 years of industry experience. Gaetano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 118 clients with $61M 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 $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
H & H - clients referred from Hemker & Holody have a different fee schedule. Absolute Capital (WIN) has an extra annual blended fee between .42 & .22%.
Fee Estimator
Location
7300 Park Ave., Allen Park, MI, 48101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Affinity Financial Advisory
Previous Registrations
Affinity Financial Advisory
State Registrations1 state
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