Affinity Wealth Management LLC
Assets Under Management
$760.1M
Number of Clients
639
Number of Advisors
11
Average Client AUM
$1.2M
AUM per Advisor
$69.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Affinity Wealth Management LLC (AWM) offers customized investment advisory services. For certain legacy relationships, AWM provides discretionary and/or non-discretionary investment advisory services on a wrap fee basis. Fees range up to 2.00% annually based on complexity, assets managed, and the overall relationship. Fees are negotiable.
Fee Structure
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
Location
2751 Centerville Road, Suite 110, Wilmington, DE, 19808