Michael Murtos is a CFP-designated registered investment advisor at Annex Wealth Management, LLC, based in Brookfield, WI, with 34 years of industry experience. Michael 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 →Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
H. Beck, INC.Broker
H. Beck, INC.
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Coordinated Capital Securities, INC.
Coordinated Capital Securities, INC.Broker
M&i Financial Advisors, INCBroker
Burke Christensen & Lewis Securities INC.Broker
Hamilton Investments, INC.Broker
Offerman & CO., INC.Broker
State Registrations3 states
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.