A complete list of active advisors currently associated with Affinity Wealth Management, LLC
Warmer can help you find a great advisor at Affinity Wealth Management, LLC or one who fits your needs even better.
Affinity Wealth Management, LLC provides advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management alongside recently added financial planning services. The firm prepares written Investment Policy Statements for each client and advises on a range of investments including mutual funds, ETFs, fixed income, real estate funds, annuities, venture capital and private placements. AWML documents clients’ goals, time horizons and risk tolerances and typically manages accounts on a discretionary basis using a mix of methods — modern portfolio theory, fundamental, technical and charting analysis — with a long‑term trading orientation. The firm requires custody at Schwab Institutional, delivers quarterly custodian reports, and may recommend third‑party managers, sometimes receiving negotiated fee‑shares. Notably, each investment adviser representative is a licensed insurance agent and may accept commissions for insurance product sales; AWML acknowledges and documents this conflict and reviews recommendations to address it. The brochure also discloses receipt of soft‑dollar research and other institutional services from its custodian and the firm’s policy of directing clients to a specific broker‑dealer, operational arrangements that differ from many peers.
To learn more about the advisors currently working at Affinity Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plymouth, MI
| 15
| |
Plymouth, MI
| 4
| |
Plymouth, MI
| 0
|
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