Blaise Zimmer
Blaise Zimmer is a registered investment advisor at Richmark Private Wealth Management, based in Frankenmuth, MI, with 6 years of industry experience. Blaise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 368 clients with $53M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Management fee and the Third Party Investment Adviser fee combined will not exceed 3.00% annually.
Fee Estimator
Location
516 South Main Street, Suite C, Frankenmuth, MI, 48734
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Richmark Private Wealth Management
State Registrations1 state
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