Affinity Financial provides portfolio management, financial planning, retirement plan setup, and other financial consulting services. For portfolio management, clients can choose between discretionary and non-discretionary management. Financial planning includes comprehensive plans, annual reviews, and separate consultations. Affinity Financial also offers retirement plan setup and record-keeping services for businesses. The firm tailors its services to the individual needs of clients.
Assets Under Management$1.3M
Clients13
Advisors1
Avg. per Client$100K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 2.00% |
| $10K - $100K | 1.85% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Discounts offered to select friends, employees, and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...