Advisor at Azimuth Capital Management, LLC
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Firm
Azimuth Capital Management, LLC
Location
Winthrop, ME 04364
Credentials
Series 66
Industry experience
17 years
Kenneth Daley is a financial advisor at Azimuth Capital Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Azimuth Capital Management since 2012. Outside of his advisory role, he owns and operates Focused Fitness Ultimate Edge Karate, where he teaches martial arts classes twice a week. Azimuth Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate clients. The firm employs a fundamentally oriented, long-term investment approach, offering tailored portfolios constructed from low-cost mutual funds, ETFs, individual securities, and unit investment trusts, with continuous monitoring and periodic reviews.
Based on Azimuth Capital Management, LLC
$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
150 B Main Street
Winthrop, ME 04364
Maine
Azimuth Capital Management LLC
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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