Kelley Zimmerman
Kelley Zimmerman is a registered investment advisor at Burns Matteson Capital Management, LLC, based in Corning, NY, with 11 years of industry experience. Kelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 198 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Existing clients are currently grandfathered under the fee schedule in place when they first joined the firm. If a client’s portfolio should ever fall below $500,000, the investment management fee will be 1.50% annually until such time that the client’s account has reached $500,000. The investment management fee for any account under $500,000 is capped at a maximum of $5,000 annually.
Fee Estimator
Location
42 E. Market St., Corning, NY, 14830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Burns Matteson Capital Management, LLC
Previous Registrations
Burns Matteson Capital Management
State Registrations1 state
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