Ronald Zimmerman is a CFP-designated registered investment advisor at Kenneth Frenke & CO, based in Atlanta, GA, with 29 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 243 clients with $180M 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 $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.50% |
| $2.5M+ | 0.25% |
KF & Co. may make exceptions to the foregoing or negotiate special fee arrangements where KF & Co. deems it appropriate under unique circumstances.
Fee Estimator
Location
1870 the Exchange, Suite 100, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kenneth Frenke & CO
State Registrations4 states
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