Azimut Genesis Advisors
Assets Under Management
$447.0M
Number of Clients
240
Number of Advisors
8
Average Client AUM
$1.9M
AUM per Advisor
$55.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Azimut Genesis Advisors offers investment advisory services to individuals and institutions through discretionary and non-discretionary accounts. Services include designing and implementing investment strategies based on client objectives and risk profiles. They offer various managed account profiles, including Income Plus, Income Latin America, Balanced, Growth, and Custom strategies. Portfolio consolidation services are also available.
Fee Structure
Fees for discretionary accounts generally range from 1.50% to 2.50% per year, with a minimum of $3,750 per quarter. Non-discretionary accounts start at 1.50% per year, with a minimum of $1,250 per quarter. Hourly fees for non-discretionary accounts are $500 per hour. Portfolio consolidation services range from $1,000 to $5,000 per month, plus a one-time setup fee of $3,000 to $5,000. All fees are subject to negotiation.
Areas of Practice
Location
1450 Brickell Ave, Suite 2610, Miami, FL, 33131