Michael Kirk
Michael Kirk is a CFP-designated registered investment advisor at Annex Wealth Management, LLC, based in Brookfield, WI, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 6,802 clients with $8.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are subject to negotiation based on the scope and complexity of services provided. Fees for accounts over $100,000,000 are negotiable.
Fee Estimator
Location
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Michael owns Rental Property M1K2, LLC, which is not investment related and does not occur during trading hours.
Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
Sii Investments, INC.
Next Financial Group, INC.
Waddell & Reed, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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