All advisor details come from publicly available data, and we cannot The content in this profile was updated by SmartAsset on. Fees billed by Affinity Investment Group, LLC likely are comprised of some blend of asset-based, fixed and commission-based fees. Affinity Investment Group, LLC performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services.įees for financial management usually depend on the type of financial services offered. Of its 1,383 accounts, 35% belong to high-net-worth investors who have at least $1 million in assets available to invest. It administers $415 million in assets between its 1,383 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Willcox has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New Hampshire.Īffinity Investment Group, LLC is an advisory company that has its headquarters in Exeter, New Hampshire. They have been employed by Affinity Investment Group, Llc for their complete career.
Willcox is an employee of Affinity Investment Group, LLC. Peter Willcox is a financial advisor who works in Exeter, New Hampshire, with a total of 13 years of financial industry experience.
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