Affinity Wealth Management offers customized wealth management services, combining comprehensive financial planning with discretionary and non-discretionary investment management. Affinity Wealth Management works closely with each client to understand their financial situation, risk tolerance, and goals, constructing portfolios using exchange-traded funds, mutual funds, individual stocks, bonds, and other investments. In addition to wealth management, Affinity Wealth Management provides standalone financial planning, consulting services for brokerage customers, and retirement plan advisory services for businesses. Affinity Wealth Management operates as a fiduciary, putting client interests first, and is owned by The Wealth Design Group.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment advisory fees range from 0.50% to 1.50% based on complexity, asset level, and relationship scope. Fees are negotiable at the sole discretion of Affinity Wealth Management.