BC
BC

Brandon Clemens

7 Years of Experience
Sells Insurance

Brandon Clemens is a registered investment advisor at Affinity Wealth LLC, based in Canton, OH, with 7 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Retirement Planning. Their firm serves 317 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
317 clients
Average Client Portfolio
$686K average
Assets Under Management
$217.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $8.0M0.70%
$8M+0.60%

Family accounts may be combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4481 Munson St Nw, Suite 302, Canton, OH, 44718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brandon is a managing member of RCM Capital Ventures LLC, a real estate business, dedicating about 10-20% of his time. He is also a co-founder and investment advisor representative at Afia Wealth Management, spending nearly full-time hours there, and an insurance agent at Crump Life Insurance Services, spending about 10-20% of his time.

Employment History
Current Registrations
Affinity Wealth LLC
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Rfg Advisory, LLC
February 2022 - March 2025 · 3 yrs 1 mo
Edward Jones
November 2018 - February 2022 · 3 yrs 3 mos
Edward JonesBroker
October 2018 - February 2022 · 3 yrs 4 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.