Advisor at AZA Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AZA Capital Management
Location
Texarkana, AR
Credentials
Series 63, Series 65
Industry experience
34 years
Flat dollar fees may be negotiated and applied instead of percentage fees for certain clients/projects; specific amounts not disclosed.
0.40% to 1.20% annually depending on services rendered; subject to negotiation
Account minimum: $500,000 minimum (may be waived at sole discretion of firm) Minimum fee: Flat dollar fee may be utilized instead of percentage of managed assets in certain circumstances, typically for larger or more complex projects; specific amounts not stated. Fee-only: Investment advisory fees only; no commissions or other compensation from product sales.
AZA Capital Management
2023 - Present (3 years)
Castleview Partners, LLC
2017 - 2023 (6 years)
Kestra Financial Services, Inc
2016 - 2017 (1 year)
Nfp Securities, Inc.
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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