Steven Zimmerman is a CFP, ChFC-designated registered investment advisor at Mindful Asset Planning, based in Apple Valley, MN, with 6 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 358 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervision is typically part of a larger financial planning service, but can be offered separately to family members of existing clients, related charities, or business-related plans. In these cases, fees are based on a sliding scale related to the amount of assets being supervised, or a flat rate as agreed. MAP may recommend specialized investment managers, which could result in different fees.
Location
14530 Pennock Ave, Apple Valley, MN, 55124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven owns commercial property. This activity is not investment-related.
Employment History
Current Registrations
Mindful Asset Planning
State Registrations1 state
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