AZA Capital Management is an independent registered investment advisor founded in 1997 and located in Chicago, Illinois. AZA Capital Management specializes in managing value-seeking investment strategies designed to adapt to changing market conditions through quantitative analysis and qualitative research. The firm offers comprehensive wealth management services for individuals and families, including risk comfort zone identification, asset allocation guidance, investment selection, financial planning related to savings, retirement, and income, as well as regular performance reporting and market education. Additionally, AZA Capital Management provides asset management services for other financial advisors and their clients, and consultation for employer-sponsored retirement plans. Portfolios are tailored to each client's specific objectives, risk tolerance, and financial circumstances. The firm operates as a fee-only advisor, meaning compensation is derived solely from advisory fees charged on the value of assets under management, without commissions or product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Advisory fees generally range from 0.40% to 1.20% per year depending on services rendered and are negotiable for larger or more complex relationships.