Advisor at Affinity Financial Advisory
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Firm
Affinity Financial Advisory
Location
Allen Park, MI 48101
Credentials
Series 65
Industry experience
14 years
Matthew Holody is a financial advisor at Affinity Financial Advisory with 14 years of industry experience. He holds a Series 65 designation and has worked since 2009 as Controller and CPA for Flat Rock Metal Inc., a steel parts manufacturer for the automotive industry, where he manages accounting operations. Affinity Financial Advisory primarily serves individual investors, including high-net-worth clients, as well as businesses and charities. The firm provides discretionary portfolio management and comprehensive financial advisory services, utilizing a technical analysis approach and a three-part client profiling process to guide investment decisions.
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
Flat Rock Metal Inc.
2009 - Present (17 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
They're affiliated with a bank that may offer its own financial products and services.
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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