Zimmerman Wealth Management offers investment management and financial planning services to individuals, families, trusts, estates, pension plans, charitable organizations, and corporations. Zimmerman Wealth Management creates personalized investment plans based on clients' goals, risk tolerance, and time horizon. Financial planning covers personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning.
Assets Under Management$450M
Clients210
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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