Azul Private Wealth provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Azul Private Wealth creates a personalized investment policy statement for every client and evaluates current investments to ensure they align with these objectives. The firm generally focuses its investment advice on fixed income securities, equities, exchange-traded funds, and treasury inflation-protected bonds, using strategic asset allocation. Azul Private Wealth operates with the authority to make trades without asking first, allowing them to manage portfolios efficiently. In addition to serving individuals and high-net-worth clients, the firm works with charitable organizations and corporations. Azul Private Wealth requires a minimum investment of $500,000 to open an account, though this minimum can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable based on the complexity of your financial situation, anticipated future assets, and scope of services. There is a $6,000 minimum annual fee.