Brandon Arps
Brandon Arps is a CFP-designated registered investment advisor at Annex Wealth Management, LLC, based in Delafield, WI, with 13 years of industry experience. Brandon 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
2301 W. Sun Valley Drive, Suite 100, Delafield, WI, 53018
Get directionsHistory
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 ActivitiesSells Insurance
Brandon helps sell insurance products to clients through Annex Insurance Services, LLC, but receives no commissions. He also owns BRJ Investments as an investment property, which is not securities-related.
Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
H. Beck, INC.Broker
H. Beck, INC.
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
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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