Affluence

Overview

Affluence is organized as an LLC and operates as a small advisory firm that provides financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and may also use flat fees for certain services. Affluence identifies as an active ESG investor, indicating it incorporates environmental, social, or governance considerations into at least some investment choices. It is not structured as a capital allocator and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives