Brendan Azoff
Brendan Azoff is a registered investment advisor at Abundant Wealth Management LLC, based in Stamford, CT, with 1 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 248 clients with $230M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
700 Canal Street, Serendipity Labs, Stamford, CT, 06902
Get directionsHistory
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 ActivitiesSells Insurance
Brendan is an Investment Advisory Representative at Abundant Wealth and an independent insurance agent. He dedicates full-time hours to Abundant Wealth and a few hours per week to selling fixed life and annuity products as an insurance agent.
Employment History
Current Registrations
Abundant Wealth Management LLC
Previous Registrations
Tlg Advisors, INC.
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.