Jeffrey Zimmerman is a CFP-designated registered investment advisor at Zimmerman Capital Management, based in Salem, OH, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 59 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zimmerman Capital Management's fees for investment management are fixed annual fees ranging from $10,000 to $40,000, charged quarterly. The minimum quarterly fee is $2,500.
Location
1450 Franklin Ave., Salem, OH, 44460
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 Capital Management
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.