The Affinity Group offers investment management, financial planning, and consulting services. For investment management, Affinity uses third-party sub-advisors like Focus Partners Advisor Solutions to manage client accounts based on model portfolios. Affinity also provides financial planning services covering areas like tax planning, estate planning, and retirement planning. They also offer 3(21) advisory services to participant-directed employee retirement benefit plans. Clients can choose to implement financial planning recommendations themselves or work with other professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Certain pre-existing investment management services clients may be on a different fee schedule.