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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

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

Services

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

Qualifications & Memberships

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

Firm Information

Advisor's Number of Clients:    100
 

Compliance

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

Compensation and Fees

Minimum Fee Charged for Hourly Planning Accounts:    $1,500
Minimum Fee Charged for Managed Accounts:    $3,750.00
Compensation Methods:    Based on Assets
Fee Structure:    Fee-Based
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 Portfolio Size for New Managed Accounts:    $500,000
Minimum Fee Charged for Flat Fee Accounts:    na
 
 
 

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