Cheryl Starr is a CFP-designated registered investment advisor at Affinity Wealth Management LLC, based in Wilmington, DE, with 8 years of industry experience. Cheryl 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.
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Current Registrations
Affinity Wealth Management LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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