James Nelson is a CFP-designated registered investment advisor at Affinity Wealth Management LLC, based in Wilmington, DE, with 7 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
No disclosures, customer disputes, or regulatory actions on file.
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James is a financial planner with Wheeler Financial LLC, dedicating full-time hours to this role. He also serves as a board member for the Catholic Youth Sports Board and owns Big League Haircuts, spending about 10-20% of his time on bookkeeping and operations.
Employment History
Current Registrations
Affinity Wealth Management LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.