Steven Zimmerman is a CFP, ChFC-designated registered investment advisor at Mindful Asset Planning, based in Apple Valley, MN, with 7 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 372 clients with $530M 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 |
|---|---|
| Any | 1.50% |
Fees range from 0.3% to 1.5% on a sliding scale based on supervised assets, decreasing as assets increase, or as an agreed flat fee.
Fee Estimator
Location
14530 Pennock Ave, Apple Valley, MN, 55124
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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
Steven owns commercial property. This activity is not investment-related.
Employment History
Current Registrations
Mindful Asset Planning
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
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