Affinity Financial offers investment supervisory services, primarily through institutional money management programs. They also provide investment advice through consultations for college planning, gifting, and retirement planning. Additionally, they offer general financial planning services on taxation, business continuation, estate and retirement planning, budgeting, and company benefit plans. Affinity Financial co-manages accounts with Pershing Advisor Solutions.
Assets Under Management$2M
Clients15
Advisors1
Avg. per Client$140K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $400K | 1.85% |
| $400K - $500K | 1.85% |
| $500K - $600K | 1.70% |
| $600K - $700K | 1.75% |
| $700K - $800K | 1.60% |
| $800K - $900K | 1.55% |
| $900K+ | 1.50% |
Amounts under management may be decreased due to Advisor discretion as a result of client relationship that may be due to consulting, insurance, and/or tax services rendered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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