Azimuth Capital Investment Management (ACM) offers investment advice and related services. ACM manages investments based on clients' individual needs, goals, and risk tolerance, constructing portfolios with equity, fixed-income, and other securities. ACM may also provide personal financial planning on a limited basis. ACM is part of Focus Financial Partners, LLC.
Assets Under Management$3.8B
Clients403
Advisors10
Avg. per Client$9.5M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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