Affinity Financial – The Walker Group (AF-TWG) provides portfolio management based on individual client goals, including held-away assets like 401(k)s. They also offer integrated asset management, retirement plan/IRA rollover recommendations, and financial planning covering investments, insurance, taxes, retirement, college, and debt. AF-TWG may provide educational seminars. Client investment strategies are tailored to their individual Investment Policy Statement.
Assets Under Management$42M
Clients102
Advisors1
Avg. per Client$410K
Avg. per Advisor$42M
www.affinityfinancial-llc.com ·twitter.com/samuelwalker365?lang=en ·www.linkedin.com/in/samuel-walker-83126760
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
In addition to the above fees, clients may also be charged a 0.10% annual platform fee for access to the Client Portal and Money Guide Pro software program. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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