Affinity Investment Group, LLC
Affinity Investment Group offers personalized financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm develops customized investment portfolios based on each client's goals, time horizons, and risk tolerance, primarily utilizing no-load mutual funds and exchange-traded funds. In addition to ongoing portfolio management, Affinity Investment Group provides financial planning and consulting covering retirement planning, tax strategies, estate planning, cash flow management, insurance reviews, and education funding. The firm operates as a registered investment advisor based in Exeter, New Hampshire, and has been in business since 1998.
Fee Structure
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% |
Fees are negotiable based on objective and subjective factors. Minimum annual fee of $3,125 applies.