Azure Wealth Management offers financial planning and investment management services. Financial planning covers cash flow, education funding, retirement, risk management, and estate planning. Investment management includes ongoing portfolio supervision and engaging institutional investment managers. They work with individuals, high net worth individuals, and small businesses.
Assets Under Management$31M
Clients105
Advisors2
Avg. per Client$290K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be discounted for aggregated accounts within the same family. Should investment objectives be substantially different for any two or more household accounts, requiring different investment approaches or operational requirements, fee schedules may be separately applied.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...