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Featured Business Financial Advisor in Wilmington, DE
Wilmington Financial Advisors
Affinity Wealth Management, LLC
2961 Centerville Rd, Suite 310
Wilmington, DE 19808
(302) 254-6121
“Live your best life!”
Advisor Profile
Peter F. Gaertner, CFP, CDFA, MBA
Name:  Peter F. Gaertner, CFP, CDFA, MBA
Phone Number:  (302) 254-6121
Website:  Visit Website
Disclaimer
Securities offered through MerCap Securities, LLC, Member FINRA/SIPC and wholly-owned subsidiary of MerCap Enterprises, Inc. Address: 73 Chestnut Rd, Suite 400, PA 19301 Phone: (877) 784-8021 MerCap Securities, LLC is not affiliated with Affinity Wealth Management LLC

About Affinity Wealth Management, LLC

Affinity Wealth Management is an independent, objective wealth management firm. We help clients create a life lived-full through exploring all the possibilities with their money. Our wealth management and investment management process is designed to create a lifetime of great experiences and memories. Since 1974, Affinity has helped clients create life experiences that match their personal and financial means. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully.

What makes us different is our disciplined process when it comes to helping our current and future clients: I will spend the first meeting completing our Discovery Meeting during which you will learn a lot about AWM and your potential advisor. At the same time, it allows for us to get to know you, your financial goals and hopes for the future to determine whether there could be a fit and we can add value to your situation. Be prepared to talk a lot and share professional and personal details with me! Once mutual interest has been confirmed, an investment plan meeting will be scheduled to review your current situation and come up with a financial strategy as recommend by a CERTIFIED FINANCIAL PLANNER specialist going forward. Our goal is to make the sometimes overwhelming and complex process of full- service financial planning as simple as possible for our clients and offer a truly unmatched experience doing it.
 

General Information

Gender:    Male
CRD#:    5715758
Firm CRD#:    105840
Name of Broker/Dealer:    MerCap Securities, Inc.
Name of Custodial Firm:    TD Ameritrade Institutional
States Licensed in:    DE
States Willing to do Business in:    Any
Years of Experience in Financial Services:    12
Number of Years with Current Firm:    6
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
Foreign Languages Serviced:    German
 

Services

Investment Types:    Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Divorce Financial Analyst(CDFA)
Securities Licenses:    Series 63, Series 7
Insurance and Annuity Licenses:    Life, Variable Annuity, Disability, Variable Life
Financial Organization Memberships:    Society of Financial Services Professionals, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Rotary Club
 

Firm Information

Advisor's Number of Clients:    100
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets
Additional Details on Charges:    $3,750.00 up to $300,000 1.25% from $300,001 to $500,000 1.10% $500,001 to $1,000,000 1.00% $1,000,001 to $2,000,000 0.90% $2,000,001 to $5,000,000 0.80% $5,000,001 to $10,000,000 0.50% $10,000,000 +
Minimum Fee Charged for Managed Accounts:    $3,750.00
Minimum Fee Charged for Hourly Planning Accounts:    $1,500
Minimum Fee Charged for Flat Fee Accounts:    na
 
 
 

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