Affinity Capital Advisors offers investment management and financial planning to individuals and other clients. Services include comprehensive portfolio management using stocks, bonds, ETFs, and mutual funds, as well as standalone tax planning and preparation. They also provide retirement plan consulting to employer plan sponsors. Affinity Capital Advisors uses a third-party money manager for some client accounts and the Pontera platform to manage held-away accounts.
Assets Under Management$640M
Clients503
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The maximum annual fee charged for Comprehensive Portfolio Management will not exceed 1.75%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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