Annex Wealth Management offers comprehensive wealth management, financial planning, and investment management services to individuals, high-net-worth clients, businesses, and retirement plans. Annex tailors portfolios using stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments. The firm operates through multiple service models, including an online-focused option for smaller accounts, comprehensive wealth management for mid-sized portfolios, and specialized private client services for high-net-worth households. Annex emphasizes a team approach and incorporates goal-setting, risk assessment, retirement projections, tax planning, and estate planning support into its advisory relationships.
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.