William Gough is a CFA-designated registered investment advisor at Azimuth Capital Management, based in Bloomfield Hills, MI, with 20 years of industry experience. William 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.
| 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.
200 East Long Lake Road, Suite 160, Bloomfield Hills, MI, 48304
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