Advisor at Affinity Financial Advisory
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Firm
Affinity Financial Advisory
Location
Allen Park, MI 48101
Credentials
CFA®, Series 63
Industry experience
15 years
Gaetano Cappelletti is a CFA® charterholder with 15 years of industry experience, currently serving as the sole advisor at Affinity Financial Advisory in Allen Park, MI. He has been with Affinity Financial Advisory since 2005. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities, offering discretionary portfolio management alongside comprehensive financial advisory services such as cash-flow planning, tax and estate considerations, and retirement planning. The firm employs a technical analysis-driven investment approach and provides a range of service options tailored to client needs.
Based on Affinity Financial Advisory
$90,000 - $499,999: 1.00% $500,000 - $999,999: 0.85% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.50% $10,000,000 - $24,999,999: 0.40% $25,000,000 - $49,999,999: 0.30% $50,000,000+: 0.25%
$200/hour for additional consultation beyond free 2 hours in Introductory Consultation
Subscription Model minimum fee of $225/quarter or $75/month; minimum annual fee of $900 applies
Account minimum: $90,000 Minimum fee: Subscription Model minimum fee of $225/quarter or $75/month; minimum annual fee of $900 applies Fee-only: Subscription Model fees with minimum $900 annually; hourly consulting rate $200/hour
7300 Park Ave.
Allen Park, MI 48101
Michigan
Affinity Financial Advisory
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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