Affinity Wealth offers Total Wealth Management (TWM) and Investment Advisory services. TWM is a monthly retainer relationship for clients with sizable assets, business owners, or high-income earners. Investment Advisory services are ongoing and based on individual goals and risk tolerance. Affinity Wealth also offers retirement plan consulting services and ongoing business services.
Assets Under Management$220M
Clients317
Advisors2
Avg. per Client$690K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $8.0M | 0.70% |
| $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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