AZM Financial offers investment advisory services to help clients achieve their financial goals. The firm works with clients to understand their investment objectives and risk tolerance, then creates a customized portfolio using individual stocks, bonds, exchange-traded funds, and mutual funds. AZM Financial reviews and rebalances portfolios based on individual needs and goals, aiming to provide personal advisory services.
Assets Under Management$24M
Clients24
Advisors1
Avg. per Client$1M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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