AG
CFP

Austin a Grandinetti

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
74 advisors
Number of Clients
9,353 clients
Average Client Portfolio
$660K average
Assets Under Management
$6.2B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2M+0.75%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:From $1,000

Fees are negotiable but will not exceed 1.25% of assets under management per year. The standard fee schedule is 1.25% on the first $500,000 of managed assets, 1.00% on assets between $500,001 and $2,000,000, and 0.75% on assets over $2,000,000. Fees are calculated on the last business day of each calendar quarter and collected in advance. Consulting services are also available on a flat fee basis, starting as low as $1,000.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Annex Wealth Management, LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Morgan Stanley Broker
October 2022 - April 2024 · 1 yr 6 mos
Morgan Stanley
October 2022 - April 2024 · 1 yr 6 mos
Robert W. Baird & CO. Incorporated
March 2021 - September 2022 · 1 yr 6 mos
Robert W. Baird & CO. Incorporated Broker
November 2020 - September 2022 · 1 yr 10 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.