Affinity Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Affinity Asset Management provides financial planning and portfolio management services to individuals and small businesses through two service tracks: a managed account plan with ongoing portfolio oversight and a guided plan for advisory and planning support covering cash management, brokerage, retirement, education, and indirect real estate. The firm is newly registered and, as of the brochure filing date, had not yet begun operations and reported no client assets under management.
The firm tailors recommendations to clients’ objectives, time horizons, risk tolerance and liquidity needs and documents those guidelines in a written Investment Policy Statement that guides investment decisions. It uses both fundamental and technical analysis with a macro-to-micro approach, evaluates opportunities in both public and private markets, and does not trade without client approval (it does not exercise discretionary trading authority).
Distinctive features include an explicit willingness to consider private market allocations (private equity, private debt, infrastructure and indirect real estate) for individual clients despite the firm’s start-up scale, and an expressed prohibition on receiving commissions, performance-based fees or soft-dollar research arrangements. The principal is academically trained in economics and holds the Series 65 license, maintains outside employment in shipping services, and plans daily monitoring with quarterly written summaries for managed accounts.
Client services
Expertise
Occupation focus
Fee options
Fixed fee basis ranging from $5,000 to $17,500 per year
$0 - $250,000: 1% $250,001 - $1,000,000: 0.9% $1,000,001 - $5,000,000: 0.7% $5,000,001 - $10,000,000: 0.6% $10,000,001 - $25,000,000: 0.4% $25,000,001+: 0.2%
$100 to $250 per hour
Fee-only: Fixed fees ranging from $5,000 to $17,500 per year; hourly fees $100 to $250 per hour
Main office
Chino CA
Advisors at this office
1
Most active in
California
Also doing business as
Affinity Asset Management · Kedis, Michael, Onsy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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