MP
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
639 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$760.1M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AWM offers investment advisory services in a wrap fee structure, which includes certain costs like securities transaction fees. Investment advisory fees range up to 2.00% annually, based on the complexity of services, assets managed, and the overall relationship. Fees are negotiable at the advisor's discretion. The client's fees will consider aggregate assets under management with the advisor.
Areas of Practice
Investment Management
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Advisor Information
Office location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808
Get directionsRegulatory History
Clean regulatory record
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
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Clarfeld
December 2019 - May 2024 · 4 yrs 5 mos
Citizens Securities, INC.
December 2019 - January 2020 · 1 mo
Citizens Securities, INC. Broker
June 2018 - January 2020 · 1 yr 7 mos
Wells Fargo Clearing Services, LLC Broker
June 2011 - June 2018 · 7 yrs
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.