Jeffrey Stanich is a CFP-designated registered investment advisor at Annex Wealth Management, LLC, based in Libertyville, IL, with 7 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
1580 South Milwaukee Avenue, Libertyville, IL, 60048
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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 owns a Chicago Board of Trade full seat and leases it out, co-owns rental property in Oakland, CA, and is a note holder for a hydro dam in Joliet, IL. He devotes minimal time to these activities, and they are not investment-related.
Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
Nadler Financial Group, INC.
Ausdal Financial Partners, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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