Azimuth Capital Management, LLC
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About
Azimuth Capital Management LLC is a state-registered, fee-only investment adviser operated by a single advisor. The firm serves individuals (including high-net-worth clients), trusts, estates, charities and business clients, providing discretionary and non-discretionary portfolio management as well as financial planning and consulting.
The adviser employs a primarily long-term, fundamental-analysis approach and constructs portfolios using low-cost, no-load mutual funds, ETFs, individual stocks and bonds, and unit investment trusts, while rebalancing or trading shorter-term as client objectives or market conditions warrant. Client relationships emphasize ongoing personal contact, the development of an investment policy statement and management of assets in client-designated brokerage or pension accounts.
Compared with many solo independent firms, Azimuth’s client mix notably includes corporate/business and institutional clients and it provides services related to pension accounts and defined-contribution plan administration, a set of offerings that is statistically uncommon for similarly sized independent advisers. The firm does not accept custody of client assets, does not participate in soft-dollar arrangements, and does not charge performance-based fees.
Client services
Expertise
Fee options
$0 - $250,000: 1.15% $250,001 - $500,000: 1.05% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% Over $5,000,000 - Fixed Interest Asset only accounts: 0.50%
$200 per hour, negotiable for financial planning and consulting services
Fee-only: Financial planning and consulting services at $200 per hour, negotiable
Main office
150 B Main Street
Winthrop ME 04364
Advisors at this office
1
Most active in
Maine
Also doing business as
Azimuth Capital Management · Azimuth Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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