Know The Difference™
When it comes to your plan and your savings, everyone has their own individual needs. Let’s have the conversation that best suits you.
Learn More About How We Work
Ask questions. Learn how we’d work with you.
Usually 30-60 minutes
Learn More About How We Work
Ask questions. Learn how we’d work with you.
Usually 30-60 minutes
Awards
We are committed to education – part of how we educate is through our Annex Wealth Management YouTube Channel.
What’s The Difference?
Before you commit to a financial advisor, make sure you ask these questions about critically-important details. Get a direct answer, and get it in writing. Your hard work and savings deserves it.
Are you a fiduciary?
Only true fiduciaries are required to act in their client’s best interest.
All The Time
Sometimes
Never
Are you a fee-only advisor?
Fee-only advisors minimize conflicts of interest. They don’t accept compensation based on product sales, or sell proprietary investments, or accept payments to put certain funds in your accounts, and they generally provide more comprehensive advice.
Fee-based advisers may charge both fees and commissions based on the products they sell. Because fee-based or commission-based advisers generally don’t have a “duty to disclose” their method of compensation, it can confuse clients who may not fully understand when their fee-based advisers are working for commissions.
There is an inherent “moral hazard” with commission-based advisers. A “moral hazard” is a situation where a party has a tendency toward being more willing to take a risk, knowing that the potential costs or burdens of taking such risk will be borne, in whole or in part, by others.
All The Time
Sometimes
Never
Do you offer comprehensive wealth management?
Including retirement planning, tax planning, estate planning, as well as insurance and investment management.
All The Time
Sometimes
Never
Will I have access to your entire team for my questions and concerns?
Some firms have a member or two who lives close to you, while the rest of their team works and lives in another state hundreds, or even thousands, of miles away. Ask how your relationship will work, and who on the team you can access with key questions or updates.
All The Time
Sometimes
Never
Do you communicate with your clients every week?
Lots of advisors will be in touch with you – when they have something new to sell.
All The Time
Sometimes
Never
Do you use an independent custodian?
Seek out financial advisors who use an independent custodian to hold your money, instead of holding it themselves.
All The Time
Sometimes
Never
Have you been recognized by key industry websites and publications?
Annex Wealth Management is currently named on Financial Times’ Top Financial Advisors, Financial Advisor’s Top Advisor, Barron’s Top Advisor, and CityWire’s Future 50 RIAs.
All The Time
Sometimes
Never
Proud Partner of Wisconsin Athletics
Research shows that college students are in need of information and education about financial literacy and investing,” says Tricia Nolan, assistant vice chancellor for University Relations. “We’re proud to partner with Annex and form a relationship that will create a lasting benefit as our students build their financial futures.
Learn More About How We Work
Ask questions. Learn how we’d work with you.
Usually 30-60 minutes
Learn More About How We Work
Ask questions. Learn how we’d work with you.
Usually 30-60 minutes