Donald Kalil is a registered investment advisor at Affinity Wealth Management LLC, based in Wilmington, DE, with 37 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 639 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Affinity Wealth Management LLC
Previous Registrations
Coastal Equities, INC.Broker
Centaurus Financial, INC.Broker
American General Securities IncorporatedBroker
Affinity Wealth Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.