Azzendo Wealth Advisors, led by Cathy Pareto, offers personalized investment advisory services including wealth management, portfolio management, financial planning, and retirement plan consulting. They tailor investment advice to meet individual client needs and objectives, constructing portfolios using various securities and strategies. Azzendo also provides financial planning services covering tax, charitable giving, estate, and retirement planning. For retirement plans, they offer consulting services to assist plan sponsors in meeting their obligations.
Assets Under Management$300M
Clients245
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees are negotiable for accounts over $20 million. Where the firm waives the $500,000 account minimum, the annual fee will be set at 1.50%, subject to a $5,000 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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