Affinity Wealth Management LLC

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Assets Under Management

$760.1M

Number of Clients

639

Number of Advisors

Average Client AUM

$1.2M

AUM per Advisor

$69.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Affinity Wealth Management LLC provides customized investment advisory services for its Clients. For certain legacy relationships, the Advisor provides discretionary and/or non-discretionary investment advisory services on a wrap fee basis. The investment advisory fees include securities transaction fees for certain mutual funds, commission fees, and other fees and expenses.