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Annex Wealth Management, Llc
Elm Grove, Wisconsin
3.6
8 Reviews
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 ...see more
Assets Under Mgmt
$4.2B
Investment Professionals
56
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: CONSULTATION FOR A FEE
Other Business Activities
- Insurance broker or agent
- Accountant or accounting firm
- Other Financial product salesperson
Reviews for Annex Wealth Management, Llc
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