Annex Wealth Management provides wealth management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. Annex offers personalized money management, financial planning, and consultative services, tailored to individual client needs. Managed investments may include stocks, bonds, exchange-traded funds, mutual funds, options, and other alternative investment securities.
Assets Under Management$8.1B
Clients6,802
Advisors87
Avg. per Client$1.2M
Avg. per Advisor$93M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
87 Advisors at this firm
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