Theodore Bytnar
Theodore Bytnar is a registered investment advisor at Affinity Wealth Management, LLC, based in Plymouth, MI, with 4 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 195 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable.
Fee Estimator
Location
461 S Main St, Plymouth, MI, 48170
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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
Theodore is a member of Affinity Risk Management LLC, dealing with property and casualty insurance, dedicating a few hours per week. He also works as a real estate agent and a mortgage loan originator, each taking minimal time.
Employment History
Current Registrations
Affinity Wealth Management, LLC
Previous Registrations
Aureum Wealth Management, LLC
State Registrations2 states
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.