Jeffrey Daye is a CFP-designated registered investment advisor at Annex Wealth Management, LLC, based in Appleton, WI, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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 negotiable over $100,000,001.
Fee Estimator
Location
2801 E. Enterprise Avenue, Suite 101, Appleton, WI, 54913
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeffrey is a co-owner of Erika's Sweets Boutique, LLC, a non-investment related activity. He spends minimal time on this endeavor.
Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Schenck Investment Solutions LLC
Oneamerica Securities, INC.Broker
BMO Investment Distributors, LLCBroker
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
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.