How does the advisor help clients – Key Takeaways:
AZIMUTH CAPITAL MANAGEMENT, LLC provides financial advisory services to individuals, businesses, and institutions. Their team of experienced advisors takes a personalized approach to help clients achieve their financial goals. Some key takeaways of their services include:
- Creating tailored financial plans for each client based on their unique needs and goals
- Providing ongoing support and guidance to help clients stay on track and make adjustments as needed
- Offering a wide range of financial services and investment options to meet diverse client needs
- Utilizing in-depth market research and analysis to inform investment decisions
Facts and Insights
Founded in 2005, AZIMUTH CAPITAL MANAGEMENT, LLC has established itself as a top financial advisory firm with a strong track record of success. Here are some facts and insights about the company:
- Assets under management: $1.5 billion
- Number of advisors: 25
- Time in business: 16 years
- Broad range of financial services offered, including investment management, retirement planning, and estate planning
- Serves clients in all 50 states
- Strong focus on personalized and comprehensive financial planning
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 16 years |
Financial Services Offered
AZIMUTH CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
- Wealth management and preservation
- Business succession planning
Client Types
AZIMUTH CAPITAL MANAGEMENT, LLC serves a variety of client types, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
- Institutions, such as pension plans and endowments
Fees & Compensation
AZIMUTH CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as their main fee, typically ranging from 0.5% to 1.5%. This fee structure incentivizes the company to help clients grow their investments. They also offer hourly or project-based fees for certain services. As a fee-only advisor, AZIMUTH CAPITAL MANAGEMENT, LLC does not earn commissions or fees from third-party products, ensuring their advice is unbiased and in the best interest of their clients.
Background
AZIMUTH CAPITAL MANAGEMENT, LLC was founded in 2005 by a team of experienced financial advisors who shared a vision of providing personalized and comprehensive financial planning services. Today, the firm is led by a team of seasoned professionals with diverse backgrounds and expertise. They are committed to upholding the highest ethical standards and maintaining strong client relationships built on trust and transparency.
Financial Advisor Disclosures to Know
When considering working with a financial advisor, it’s important to be aware of any potential conflicts of interest or disciplinary actions. Here are some key disclosures to know about AZIMUTH CAPITAL MANAGEMENT, LLC:
- The firm has no legal or disciplinary events in the past 10 years
- They may recommend affiliated products or services for which they may receive compensation
- They have a fiduciary duty to act in their clients’ best