Kenneth Zimmer
Kenneth Zimmer is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Chicago, IL, with 25 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
150 S. Wacker Drive, Chicago, IL, 60606-4111
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 →Other Business ActivitiesSells Insurance
Kenneth receives residual commissions for fixed life and disability insurance policies issued before his time at Schwab. He spends about 10-20% of his time on this activity, but is not actively soliciting or servicing any insurance policies outside of Charles Schwab.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Allstate Distributors, L.L.C.Broker
Cuso Financial Services, L.P.Broker
American Express Financial Advisors INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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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