The Affinity Group manages investment portfolios and offers comprehensive financial planning and consulting services. The firm uses a long-term investment approach based on modern portfolio theory, focusing on broad asset diversification primarily through passively managed mutual funds and exchange-traded funds, alongside conservative fixed income securities. In addition to investment management, The Affinity Group provides guidance on income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, and personal cash flow analysis. The firm primarily serves individual investors and tailors its strategies to meet each client's specific long-term goals and risk tolerance.
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 or related businesses may be combined to calculate total asset balances. Fixed income only portfolios use a separate schedule starting at 0.40%.