Affinity Capital Advisors provides comprehensive portfolio management, which combines ongoing investment oversight with financial planning and bill payment services. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments, and also helps clients manage external accounts like employer retirement plans through third-party platforms. In addition to investment management, Affinity Capital Advisors offers standalone tax planning and preparation, as well as retirement plan consulting for employer plan sponsors. The investment approach incorporates fundamental and technical analysis, long-term and short-term strategies, and alternative assets when appropriate. Affinity Capital Advisors operates as a registered investment advisor and tailors its services to individual goals, risk tolerances, and any reasonable investment restrictions requested by clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and will not exceed 1.75% annually. Billed quarterly in arrears or in advance.