Affinity Investment Group, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Affinity Investment Group offers personalized financial planning and investment management. Their services include determining financial objectives, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. They manage investments on a discretionary or non-discretionary basis, as agreed with each client. The firm primarily uses mutual funds and exchange-traded funds.
Assets Under Management$520M
Clients451
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
A minimum of $250,000 of assets under management and a $3,125 minimum annual fee is required for this service. Fees for accounts under $250,000 will be negotiated. Fees may be charged as a fixed or flat fee upon mutual agreement. Similarly situated clients could pay diverse fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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