Brian Jacobsen is a CFA, CFP-designated registered investment advisor at Annex Wealth Management, LLC, based in Brookfield, WI, with 20 years of industry experience. Brian 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
Get directionsHistory
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
Brian is an instructor of practice at Marquette University, teaching economics and finance courses since 1999. This takes a few hours per week.
Employment History
Current Registrations
Annex Wealth Management, LLC
Previous Registrations
Allspring Funds Management, LLC
Wells Fargo Funds Management, LLC
Allspring Funds Distributor, LLCBroker
Capital Market Consultants, LLC
State Registrations1 state
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