Azimuth Capital Management (ACM) offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charities, and businesses. ACM creates customized investment solutions based on client goals, risk tolerance, and financial situations, using mutual funds, ETFs, stocks, and bonds. ACM also provides financial planning services covering investment, retirement, education savings, and charitable giving.
Assets Under Management$30M
Clients87
Advisors1
Avg. per Client$340K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of the Adviser. The client’s fees will take into consideration the aggregate assets under management with Adviser. The 0.50% rate also applies to fixed interest asset only accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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