Azalea Wealth Management offers customized portfolio management and financial planning services. Azalea Wealth Management builds personalized investment portfolios using model portfolios, stocks, bonds, mutual funds, and exchange-traded funds, tailored to each client's specific risk tolerance and goals. For financial planning, Azalea Wealth Management delivers written plans covering broad-based or single-subject topics after analyzing client resources and objectives. Azalea Wealth Management operates as a registered investment advisor based in Glen Ellyn, Illinois, and is owned by Christopher Ryan Jones.
Assets Under Management$15M
Clients35
Advisors1
Avg. per Client$420K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable depending on individual client circumstances. Family household accounts may be combined to determine breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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