AZA Capital Management is a fee-only investment advisory firm that helps long-term investors navigate market cycles. AZA combines quantitative analysis and qualitative research to help clients meet their investment goals. AZA offers wealth management for individuals and families, asset management for financial advisors, and services for employer-sponsored retirement plans.
Assets Under Management$310M
Clients344
Advisors7
Avg. per Client$910K
Avg. per Advisor$45M
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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