Bronwyn Theisen is a registered investment advisor at Annex Wealth Management, LLC, based in Mequon, WI, with 9 years of industry experience. Bronwyn 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
12200 Corporate Parkway, Suite 800, Mequon, WI, 53092
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 →Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLCBroker
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
More Advisors
- Michael Murtos, CFPAnnex Wealth Management, LLC
- Susanne Lopez, CFPAnnex Wealth Management, LLC
- Luke Lamanna, CFA
- Matthew D'attilio, CFALido
- Thomas Kelley, CFPStifel, Nicolaus & Company, Incorporated
- Evan Salmela, CFAThe Kieckhefer Group