Assets Under Management
$6.2B
Number of Clients
9,353
Number of Advisors
74
Average Client AUM
$660K
AUM per Advisor
$83.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Annex Wealth Management provides a wide range of advisory services, including comprehensive wealth management, financial planning, and consultative services, tailored to individual client needs. They offer discretionary asset management, consulting services, and pension consulting. Fees are based on assets under management or are flat fees.
| Assets Under Management | 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% |
Over $100,000,001 is negotiable.
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045