My fee structure is fully transparent. Azimuth Financial Services is a fee-only advisory firm. This means I am hired by you and I work only for you. I have no hidden fees and do not collect or accept commissions for products I recommend. I strive to be a trusted partner and have a fiduciary responsibility to put the interests of my clients first.
This No Charge consultation gives you the perfect opportunity to learn about my services and see if I am the right fit for you.
$150 per hour (or see our Scheduling page for Advisory Services packages)
Services are personally catered to each client’s individual needs. I understand that a one-size-fits-all approach does not work when dealing with money. Because of these unique needs, an hourly approach allows you to move at a pace that fits your situation. During the Introductory Consultation, Gabriel Garcia will recommend services to fit your needs.
Investment Management Services
Investment Management Services fees are based on the market value of Assets Under Management (AUM) and are calculated as listed below. For example, if your account is in the 0.95% bracket, you will pay $9.50 for every $1,000 held in the account on an annual basis.