Azimut Investment Advisors provides customized investment advisory services to individuals, high-net-worth clients, and institutional investors. The registered investment advisor offers both discretionary account management (where the firm makes trades on your behalf based on your goals) and non-discretionary management (where you approve trades before they happen). Clients can choose from several core strategies, including income-focused, balanced, growth, and customized portfolios. Azimut Investment Advisors also provides portfolio consolidation services, helping clients coordinate multiple accounts across different custodians. The firm's investment approach incorporates fundamental and technical analysis, utilizing a wide range of products including equities, exchange-traded funds, mutual funds, bonds, and alternative investments. Azimut Investment Advisors operates out of Miami, Florida, and works with clients to tailor investment policy statements to their individual financial situations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable. Discretionary accounts generally range from 1.50% to 2.50% with higher minimums, and non-discretionary accounts start at 1.50%.