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 ...
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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
Articles
Articles
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