Stephen Zimmerman
Stephen Zimmerman is a registered investment advisor at Fuhrmann Capital, based in Indianapolis, IN, with 27 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 96 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate applies to equity assets. Fixed income assets are charged 0.50% annually. Fees may be negotiable for groups of affiliated accounts and individuals with whom Fuhrmann Capital has had a long-standing relationship.
Fee Estimator
Location
Indianapolis, IN
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Regulatory History (2)
Customer Dispute
May 2002Customer Dispute
August 1996Other Business Activities
Stephen is involved in consulting and appraising related to art. This activity, where he is the owner, is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Fuhrmann Capital
Previous Registrations
Wealth Planning & Management, LLC
Citigroup Global Markets INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.