Richard Greywitt is a registered investment advisor at Affinity Capital Advisors LLC, based in Berkeley, CA, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 547 clients with $850M 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 | 1.75% |
Fees are negotiable and will not exceed 1.75% annually. Billed quarterly in arrears or in advance.
Fee Estimator
Location
825 Page Street, Berkeley, CA, 94710
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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 Activities
Richard's spouse owns and operates Metta Yoga Studio, and he occasionally helps with operations. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Affinity Capital Advisors LLC
Previous Registrations
Cutler Group, LLCBroker
Cutler Group, LPBroker
Susquehanna SecuritiesBroker
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.
Exams
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