Interactive Financial Planning. Proactive Investment Management.
A new client experience harnessing the power of advisor-assisted technology.
Annex Ignite is Powered by Annex Wealth Management
As Seen In
Annex Ignite Features:
A Fiduciary Relationship
Proactive Investment Management
A Flat 1% Management Fee
Ongoing Financial Planning Utilizing Industry-Leading Online Tools
Access to the Annex Ignite Team of Advisors
Some Frequently Asked Questions (FAQ):
More on why Annex Ignite may be right for you:
Simplified and Interactive:You’ll benefit from the ability to track your investments and financial plan online in one place. The Annex Ignite Team will collaborate with you to create a financial plan and show you how different scenarios impact your results.
Personalized suggestions from real people:Access the Annex Ignite Team of experienced professionals when you need them. Receive personal guidance on your financial priorities.
Convenient and Accessible:Annual reviews are held online so there is no need to travel to one of our offices making staying connected more convenient for you.
Transparency and Safety:By using the low-cost institutional platform at TD Ameritrade we offer safeguards and a firewall by using one of the world-class independent custodians to handle your account by providing you with constant checks and balances and a secure environment designed to detect and prevent investor fraud and identity theft.
Low Cost:Annex Ignite charges a flat 1.0% annual management fee with no long-term commitment. Regardless of the size or number of accounts you have TD Ameritrade charges no annual maintenance fees or other nuisance fees that many other institutions do.
What is an online meeting?
Who is the Annex Ignite Team?
Is there a minimum?
More on what you can expect from Annex Ignite:
Your investment accounts will be proactively managed by Annex Wealth Management.This includes rebalancing along with reallocation and investment changes when deemed appropriate.
Affordable and Professional Wealth Managementguided by the Annex Ignite Team.
A personalized financial plan.We believe a financial plan is fundamental to addressing and achieving your evolving financial goals. We will review and update this plan with you annually.
A new client experience harnessing the strengths of advisor-assisted technologythat combines powerful online tools with personal advice and guidance from real people.
Communications on your accountthrough online performance reports and monthly account statements.
Is Annex Ignite right for me?
- Would you want a team of professionals to choose your investments for you and make changes to them as appropriate?
- Do you want your money invested in a portfolio of low-cost investments including exchange traded funds (ETFs) and mutual funds?
- Are you comfortable accessing your account online and interacting with the Annex Ignite Team by phone, email and online meetings?
- If you answered yes to these questions then Annex Ignite may be right for you.
- Fill out the form below to get started.
What is Annex Ignite and how does it work?
How do I access information on my account?
- Online access and performance reporting through the Annex Ignite client center
- Quarterly performance reports available online
- TD Ameritrade app or online login
- Monthly account statements and transaction activity from TD Ameritrade available in paper or online at your preference
Ready To Get Started?
If you have any questions or wish to tell us more about your interest in Annex Ignite please complete the form below.
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Advisory Services offered through Annex Wealth Management®, LLC. This site has been published for residents of: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NE, NH, NV, NY, NC, OH, OR, SC, SD, TN, TX, UT, VA, WA & WI ONLY. By entering you certify you are a resident of one of those states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security.