Michael Bytnar
Michael Bytnar is a ChFC-designated registered investment advisor at Affinity Wealth Management, LLC, based in Plymouth, MI, with 15 years of industry experience. Michael 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
Get directionsHistory
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
Michael is a co-founder of Affinity Asset Management, where he handles management, sales, and recordkeeping, dedicating about a quarter of his time. He is also a co-founder and Chief Investment Officer of The Affinity Group of Companies, dedicating about half of his time to the RIA business.
Employment History
Current Registrations
Affinity Wealth Management, LLC
Previous Registrations
Aureum Wealth Management, LLC
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.