Thomas Zimmerman is a CFP-designated registered investment advisor at Zimmerman Wealth Management, LLC, based in Evanston, IL, with 28 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 5 more. Their firm serves 225 clients with $470M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable on a client-by-client basis. The firm requires a minimum annual fee of $20,000.
Fee Estimator
Contact
Thomas Zimmerman
Location
1603 Orrington, Suite 1725, Evanston, IL, 60201
Get directionsHistory
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
Zimmerman Wealth Management, LLC
Previous Registrations
Mesirow Financial, INC.
State Registrations1 state
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.
Exams
Additional Information
ZWM was founded in 2003 and Tom Zimmerman has been advising clients since 1983. Using our active listening skills and our exrensive resources, we help our clients to identify and achieve their financial and life goals. Most clients have been advised by Tom for over 10 years, many for over 20 years. Many references are available upon requests.
More Advisors
- Daniel Wood, CFA, CFPZimmerman Wealth Management, LLC
- Sara Hostalet, CFA, CFPZimmerman Wealth Management, LLC
- John Harris, CFPZimmerman Wealth Management, LLC
- Marshall Garrett, CFPZimmerman Wealth Management, LLC
- Scott Miller, CFPRomano Wealth Management
- Stuart Mcdermott, CFADefender Asset Management LLC