Azzendo Wealth Advisors is a registered investment advisor based in Hollywood, Florida, providing personalized financial planning and investment management services to individuals, families, trusts, and businesses. Azzendo Wealth Advisors helps clients manage their wealth through discretionary and non-discretionary portfolio management, broad-based financial planning, tax and estate planning strategies, and selection of third-party investment managers. The firm tailors its services to each client's unique financial situation, risk tolerance, and long-term goals. Azzendo Wealth Advisors specializes in comprehensive wealth management, retirement planning, and coordinating services such as estate planning through digital platforms like Wealth.com.
Fee Structure
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 are negotiable. For relationships over $5 million, a separate tiered schedule applies. Accounts under the $1.5M minimum where the minimum is waived are charged 1.50% with a $10,000 minimum annual fee.