Annex Wealth Management Fees


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.


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 1.5% of our client’s assets, and the typical fee we charge is around 1% per year.


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.

Know The Difference™

We encourage you to examine of the breadth and complexity of service we provide for the fee we charge.

While other firms might charge around 1% for investment management, our fee encompasses an in-depth, comprehensive financial plan which includes investment planning, tax planning, estate planning, and retirement planning.

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