Kenneth Daley is a registered investment advisor at Azimuth Capital Management, LLC, based in Winthrop, ME, with 17 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 87 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of the Adviser. The client’s fees will take into consideration the aggregate assets under management with Adviser. The 0.50% rate also applies to fixed interest asset only accounts.
Fee Estimator
Location
150 B Main Street, Winthrop, ME, 04364
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth is the owner/operator of Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. This activity is not investment related and has no relationship to Azimuth Capital Management.
Employment History
Current Registrations
Azimuth Capital Management, LLC
Previous Registrations
Edward Jones
State Registrations1 state
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