Annex Wealth Management Fees
FEE-ONLY
Annex Wealth Management is a fee-only fiduciary advisor.
We don’t charge commissions on products we sell, nor do we charge any performance-based fees. Instead, our clients pay Annex Wealth Management a fee based on the assets placed under our management.
YOUR FEE
The fee we charge varies, depending on the complexity and scope of an individual client’s particular situation.
The fee we charge will not exceed 1.25% of our client’s assets.
INDUSTRY AWARENESS
We practice industry awareness on where our fee stands and how it compares to other wealth management firms.
We’re confident our fee is well within the local and industry norm and is well supported by the value we bring to each client relationship.