Azimut Investment Advisors offers investment advisory services to individuals and institutional clients through discretionary and non-discretionary accounts. They design investment strategies based on each client's risk profile, investment objectives, and financial goals. For non-discretionary accounts, Azimut provides investment advice and obtains client consent before implementing the strategy. For discretionary accounts, Azimut manages investments based on core strategies. They also offer portfolio consolidation services.
Fee Structure
Azimut Investment Advisors offers both discretionary and non-discretionary investment management services. The fees are negotiable, but generally range as follows:
- Discretionary Accounts: 1.50% - 2.50% per year, with a minimum of $3,750 per quarter.
- Non-Discretionary Accounts: Starting at 1.50% per year, with a minimum of $1,250 per quarter.
Fees are based on the average market value of assets over the preceding three months. The firm also offers an Advisory Service Agreement and an Asset Management Service Agreement, both with the same fee schedule.