ANNEX WEALTH MANAGEMENT, LLC: Delivering Expert Financial Advisory in Elm Grove, WI
Annex Wealth Management, LLC is a highly reputable regional investment advisory firm, with its headquarters located in Elm Grove, WI. With an impressive track record, Annex Wealth Management, LLC has garnered a loyal client base of over 5,430 individuals, entrusting them with their wealth management needs. The firm boasts an impressive $4,204,034,000 in assets under management, with 96% of these assets being managed on a discretionary basis.
Catering primarily to high-net-worth individuals, Annex Wealth Management, LLC has positioned itself as a trusted partner in financial planning and investment strategies. With a comprehensive range of services, they go beyond investment advice and extend their expertise as insurance brokers or agents and offer accounting services as well.
Having eight strategically located offices, Annex Wealth Management, LLC ensures convenient accessibility for their clients. They possess the capabilities to handle various types of accounts, including 401(k) and individual accounts, and also have the expertise to manage employer funds.
With a total of 114 dedicated employees, Annex Wealth Management, LLC emphasizes a personalized approach to client service. Fifty-six of these professionals specialize in investment advisory services, ensuring that clients receive the highest level of expertise and attention. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges.
At Annex Wealth Management, LLC, experienced advisors are an invaluable asset. Notable veterans at the firm include Kenneth Symes, Derek Felske, and Mark Beck, whose extensive industry knowledge and dedication have contributed to the firm's continued success.
With an average of approximately $75,070,000 in assets under management per investment advisor, Annex Wealth Management, LLC consistently meets industry standards, positioning itself as a reliable choice for comprehensive wealth management services.