Azalea Wealth Management offers investment advice tailored to clients' needs and objectives through discretionary portfolio management. They also provide financial planning services, ranging from broad-based to single-subject planning, based on individual financial circumstances and goals. Azalea Wealth Management may invest client assets according to model portfolios.
Assets Under Management$15M
Clients35
Advisors1
Avg. per Client$420K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
At Azalea Wealth Management's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee. The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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