Azzendo Wealth Advisors offers investment advice and financial planning to individuals, families, and businesses. They manage investment portfolios on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. Financial planning services cover areas like retirement, tax, insurance, and estate planning. Azzendo Wealth Advisors also helps clients select third-party investment advisors.
Assets Under Management$140M
Clients110
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees negotiable for accounts over $20 million. If the $500,000 minimum is waived, the annual fee will be 1.50%, subject to a $5,000 minimum annual fee. Legacy clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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