Affinity Wealth Management (AWM) provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. AWM creates customized investment strategies and manages portfolios using mutual funds, ETFs, bonds, and individual stocks. Financial planning services cover investment planning, retirement planning, estate planning, and other areas. AWM also provides consulting services to brokerage customers of Mutual Securities, Inc. and retirement plan advisory services.
Fee Structure
Affinity Wealth Management's investment advisory fees range from 0.50% to 1.50% annually, based on the value of your portfolio. The fee depends on the complexity of services, the amount of assets managed, and the overall relationship with AWM. Fees are negotiable.