Derek Felske is a CFA-designated registered investment advisor at Annex Wealth Management, LLC, based in Brookfield, WI, with 18 years of industry experience. Derek 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
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045
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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
Derek is the executor of the Cora Arden Trust since 2004, which is investment-related. This activity requires minimal time.
Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
H. Beck, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Paine, Webber, Jackson & Curtis INC.Broker
Shearson/american Express 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.