Affinity BST Advisors, LLC is a reputable investment advisory firm located in Latham, NY. With over 50 individual clients and a remarkable $75,958,000 in assets under management, they have established themselves as a trusted partner in wealth management. Their team operates from a single office, catering to a diverse range of clients' needs.
In addition to their investment advisory services, Affinity BST Advisors, LLC also serves as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial interests. While their portfolio includes various types of accounts, such as 401K and individual accounts, these represent less than 30% of their total assets under management. However, the firm possesses the expertise to manage employer funds effectively.
An impressive 94% of the assets they manage are discretionary, highlighting their commitment to personalized and tailored investment strategies. Affinity BST Advisors, LLC offers a flexible compensation structure, including a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with the success of their clients.
With a team of seven dedicated employees, six of whom specialize in investment advisory services, Affinity BST Advisors, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $12,660,000 in assets under management, demonstrating their ability to deliver individualized attention to their clients.
The firm takes pride in its experienced advisors, such as Nicholas Preddice, Gary Nicoll, and James Currier, who have been with the company for an extended period, fostering enduring relationships with their clients. Affinity BST Advisors, LLC is committed to providing exceptional financial guidance and building long-term wealth for their valued clientele.