Affinity Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$558,069,087
Clients
461
Advisors
4
across 3 offices
About
Affinity provides investment management and financial planning to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. Services include ongoing portfolio management, standalone financial planning and consulting, and retirement-plan related advisory work, with public seminars and webinars offered periodically.
The firm generally uses a strategic asset-allocation, core-and-satellite approach that favors no-load or load-waived mutual funds and passive ETFs as the core while supplementing with actively managed funds; accounts may be managed on a discretionary or non-discretionary basis and cash is treated as an asset class. Affinity does not recommend cryptocurrencies, will employ ESG strategies only at client direction (typically via third‑party ETFs), and provides regular account reporting and periodic portfolio reviews.
Noteworthy for a team firm, Affinity reports roughly $595 million in assets under management while operating multiple offices with a relatively small advisory staff, and certain principals maintain separate registrations as insurance agents who may receive commissions for insurance sales that are separate from, and can sometimes be used to offset, advisory fees. The firm also participates in Schwab’s institutional program and may receive non‑monetary benefits from custodians, which it discloses as potential conflicts of interest.
Client services
Expertise
Fee options
Financial Planning / Consulting fees typically fixed fees ranging from $2,500 to $10,000
$250,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Separate commissions earned by firm representatives acting as insurance agents/brokers for insurance products
Account minimum: $250,000 Minimum fee: $3,125 minimum annual fee Fee-only: Portfolio management fees charged as percentage of AUM; Financial Planning / Consulting fees charged as fixed fees ranging from $2,500 to $10,000
Main office
18 Hampton Road, Unit 7
Exeter NH 03833, United States
Offices (3)
Most active in
Florida · Maine · Massachusetts · New Hampshire · North Carolina · Texas · Vermont
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.
Quick links
Advisors at this firm
Gregory G
ChFC®, Series 63, Series 65
Candia, NH
Affinity Investment Group, LLC
Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.
Lucas G
Series 65
Raymond, NH
Affinity Investment Group, LLC
Lucas Gagne is a Series 65-licensed advisor with Affinity Investment Group, LLC, where he has worked for three years. His prior experience includes roles at Channel Building Company, Inc., and the University of Vermont. He is also an independent insurance agent, dedicating a portion of his time to this activity outside of his advisory work. Affinity Investment Group serves individuals, trusts, estates, charitable organizations, and business entities by providing investment management and financial planning. The firm employs a strategic asset-allocation, core-and-satellite approach using no-load or load-waived mutual funds and passive ETFs as the core, supplemented with actively managed funds.
Forrest C
CFP®, Series 65
Hampton, NH
Affinity Investment Group, LLC
Forrest Chicoine is a CFP® with three years of industry experience, currently serving at Affinity Investment Group, LLC. His prior roles include positions at Fiduciary Wealth Partners, SVB Wealth LLC, and Bank of NY Mellon. Affinity Investment Group provides investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset-allocation core-and-satellite approach using primarily no-load or load-waived mutual funds and passive ETFs, with accounts managed on either a discretionary or non-discretionary basis.
Peter W
CFP®, Series 63, Series 65
Hampton, NH
Affinity Investment Group, LLC
Peter Willcox Jr. is a CFP® professional with 15 years of industry experience, currently serving at Affinity Investment Group, LLC since 2009. He is also licensed as an insurance broker/agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with personalized financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in assets using a core-and-satellite asset allocation approach, emphasizing mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.
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