Advisor at Affinity Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Affinity Investment Group, LLC
Location
Hampton, NH
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
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.
Based on Affinity Investment Group, LLC
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
Hampton, NH
Massachusetts · New Hampshire · Texas
Affinity Investment Group, LLC
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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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