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Ross Blauwkamp

11 Years of Experience
Chicago, IL

Ross Blauwkamp is a registered investment advisor at Aza Capital Management, based in Chicago, IL, with 11 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 344 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
344 clients
Average Client Portfolio
$913K average
Assets Under Management
$314.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

AZA Capital Management charges an annual investment advisory fee based on the value of your investments and the services provided. This fee typically ranges from 0.40% to 1.20% per year. AZA may also use a flat dollar fee in certain circumstances. All fees are subject to negotiation.

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Location

141 W Jackson Blvd, Suite 3332, Chicago, IL, 60604

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aza Capital Management
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Arete Wealth Advisors, LLC
October 2016 - November 2019 · 3 yrs 1 mo
Interocean Capital, LLC
May 2014 - October 2016 · 2 yrs 5 mos
State Registrations2 states
ILMI
Advisor

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
No exam information available for this advisor.