Overview

Headquarters
Canton, OH
Total Firm Assets
$218 million
Average High-Net-Worth Client Portfolio Size
$1.4 million

Fee Disclosure

Source: FORM ADV PART 2A - AFFINITY WEALTH, LLC (2026-08-11) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.50%
$500,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.85%
$5,000,001 $8,000,000 0.70%
$8,000,001 and above 0.60%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $48,000 0.96%
$10 million $81,000 0.81%
$50 million $321,000 0.64%
$100 million $621,000 0.62%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
59.94%
Number of High-Net-Worth Clients
90
Total Client Accounts
1,129
Discretionary Accounts
1,119
Non-Discretionary Accounts
10

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
285169
  • FORM ADV PART 2A - AFFINITY WEALTH, LLC (2026-08-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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