ANNECY LLC

Overview

Annecy LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and reports a preference for equity exposure as the primary building block for client portfolios. Annecy LLC is not an active ESG investor, is not setup as a multi-state adviser, and is organized as a limited liability company with individual ownership. Its practice model appears boutique in scale and client focus, with advisory activities centered on personalized planning and discretionary portfolio oversight. Annecy LLC also maintains a relationship with accounting professionals as part of its service network, which supports tax-aware planning and reporting for clients. The firm does not act as a capital allocator and does not present itself as a pension consultant or related adviser.

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Location & Offices