Charles Zimmerman
Charles Zimmerman is a CFP, PFS-designated registered investment advisor at Strategic Asset Management, LLC, based in Park City, KS, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 212 clients with $33M 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 $200K | 1.85% |
| $200K - $500K | 1.45% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.00% |
Lower fees may be charged on accounts greater than $2 million. Fees may also vary based on individual or family circumstances. Members of Strategic Asset Management, LLC are charged a maximum annual fee of .50% with a maximum fee of $10,000 per member. Immediate family members of the members of Strategic Asset Management, LLC (parents or siblings) are charged a maximum annual fee of .90%.
Fee Estimator
Location
Park City, KS
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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
Charles is involved with Prizim Inc, a family-held corporation that owns and leases computer hardware to his former CPA firm. He provides minimal computer assistance on an as-needed basis.
Employment History
Current Registrations
Strategic Asset Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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