Annex Wealth Management, LLC
Assets Under Management
$6.2B
Number of Clients
9,353
Number of Advisors
74
Average Client AUM
$660K
AUM per Advisor
$83.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Annex Wealth Management provides comprehensive wealth management and financial planning services, including personalized money management, financial planning, and consultative services. They tailor services to individual client needs through goal-setting, risk assessment, portfolio development, asset management, and monitoring. Managed investments may include stocks, bonds, ETFs, mutual funds, options, and other alternative investment securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
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
Location
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045