Annelizabeth Rogers is a registered investment advisor at Azimuth Wealth Advisors, based in San Diego, CA, with 16 years of industry experience. Annelizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 25 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Azimuth Wealth Advisors charges an annual fee for managing your investments, up to 1.95% of the value of your portfolio. This fee is calculated and charged quarterly, in advance. The fee is negotiable and can be reduced at the firm's discretion, based on the complexity of the services provided.
Location
12636 High Bluff Drive, Suite 400, San Diego, CA, 92130
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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.
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Annelizabeth is a member of Glacierfish Ski Resort, LLC, a holding company for real property, since 2021. She spends minimal time in this role.
Employment History
Current Registrations
Azimuth Wealth Advisors
Previous Registrations
Daniel Wealth Advisors
Morgan Stanley
Morgan Stanley & CO. Incorporated
State Registrations2 states
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