Troy Zimmerman
Troy Zimmerman is a registered investment advisor at Missional Advisor Group, based in Mount Pleasant, SC, with 20 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 140 clients with $42M 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 $2.5M | 1.25% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.5M | 0.65% |
| $5.5M+ | 0.50% |
Fees are negotiable. MAG also offers services through LPL Financial's advisory programs, with maximum fees up to 2.5%.
Fee Estimator
Location
1240 Winnowing Way, Unit 102, Mount Pleasant, SC, 29466
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other Business Activities
Troy is involved in several real estate rental and investment ventures, including JVZ Greystones, Knock Knock Properties LLC, and Zimmerman Holdings LLC. He also dedicates a significant amount of time to Missional Advisor Group LLC and Missional Capital Group LLC, registered investment advisors, and is a general partner at Summerfield Fund LLC. These activities take up a significant amount of Troy's time.
Employment History
Current Registrations
Missional Advisor Group
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
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.