Affinity Financial Solutions, LLC (AFS) offers investment advisory services, including investment management, debt consolidation, insurance, retirement planning, and estate planning. AFS uses both fundamental and technical analysis to monitor mutual fund performance, considering business cycles, economic factors, and global market conditions. AFS primarily uses ProFunds sector mutual funds, including leveraged and inverse funds, to enhance diversification. AFS typically has the authority to make changes within fund families, but clients can request to approve each change.
Assets Under Management$4.7M
Clients48
Advisors1
Avg. per Client$98K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...