Affinity Investment Advisors provides investment advice to both individuals and institutions. Services include creating investment goals, managing portfolios, and providing reports on account activity and performance. Affinity also participates in programs with third-party advisors and sponsors of Unified Managed Account programs and acts as a sub-advisor to an ETF.
Assets Under Management$1.1B
Clients71
Advisors1
Avg. per Client$15M
Avg. per Advisor$1.1B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Affinity Investment Advisors charges a percentage of your portfolio's value each year. The specific percentage depends on the type of investments and the amount you have invested. Here's a breakdown:
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Large and Mid-Cap Equity Portfolios
- First $5,000,000: 0.65%
- Next $5,000,000: 0.60%
- Next $40,000,000: 0.50%
- Next $50,000,000: 0.45%
- Excess over $100,000,000: 0.40%
-
Small Cap Equity Portfolios
- First $5,000,000: 0.75%
- Next $20,000,000: 0.70%
- Next $25,000,000: 0.60%
- Next $50,000,000: 0.55%
- Excess over $100,000,000: 0.40%
-
Balanced Portfolios
- First $5,000,000: 0.75%
- Next $10,000,000: 0.50%
- Excess over $15,000,000: 0.40%
-
International and Global Equity Portfolios
- First $5,000,000: 0.75%
- Next $20,000,000: 0.70%
- Next $25,000,000: 0.60%
- Next $50,000,000: 0.55%
- Excess over $100,000,000: 0.40%
-
OCIO Portfolios/Relationships
- Fees are negotiable depending on asset size and scope of services. These can be a flat fee or an asset-based fee, or a blend of both.
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