Alan Freeman is a CFA-designated registered investment advisor at Azimuth Capital Management, based in Bloomfield Hills, MI, with 16 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 404 clients with $4B 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 $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Rates shown are for equity or balanced accounts. Fixed-income accounts have a separate fee schedule: 0.50% on the first $2M, 0.40% on the next $3M, and 0.25% on amounts over $5M. Fees are negotiable under certain circumstances.
Fee Estimator
Location
200 East Long Lake Road, Suite 160, Bloomfield Hills, MI, 48304
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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 →Employment History
Current Registrations
Azimuth Capital Management
Previous Registrations
Azimuth Capital Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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