Jeffrey Ziment
Jeffrey Ziment is a registered investment advisor at Ziment Financial Advisors, INC., based in Princeton Junction, NJ, with 23 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 10 clients with $48M 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 | 1.50% |
Fees are negotiable and may vary depending on factors such as the amount of assets managed, portfolio composition, and the scope of the engagement.
Fee Estimator
Location
Princeton Junction, NJ
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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 →Other Business Activities
Jeffrey is the president and 100% owner of ZB Group Inc., a business consulting firm, and has been since 1996. He also owns a tax preparation service as a CPA since 1985, dedicating minimal time to each activity.
Employment History
Current Registrations
Ziment Financial Advisors, 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.