Affinity Wealth Management LLC

Affinity Wealth Management LLC is a registered investment advisor established in October 2017, operating under The Wealth Design Group, Inc. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. Affinity Wealth Management LLC acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm offers wealth management services, including investment management services and financial planning services. Investment management services involve creating customized investment strategies, constructing portfolios, and monitoring investments to meet clients' goals. Financial planning services cover various areas such as investment planning, retirement planning, estate planning, and insurance needs. The firm charges annual investment advisory fees ranging from 0.50% to 1.50% based on factors like service complexity and asset levels. AWM does not charge performance-based fees and does not manage proprietary investment funds. The firm primarily employs fundamental, technical, cyclical, and charting analysis methods in developing investment strategies. Clients are encouraged to review brokerage statements and may receive periodic reports on holdings, allocations, and performance. AWM does not accept proxy-voting responsibility for clients. The firm does not have custody of client accounts except for fee deduction purposes. AWM maintains a Privacy Policy to protect clients' personal information and shares information with third parties only for servicing accounts, not marketing purposes. Clients can limit the sharing of their information.