Lawrence Zimmerman
Lawrence Zimmerman is a registered investment advisor at Zimmerman Advisory Group, LLC, based in Dublin, OH, with 18 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 96 clients with $30M 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 $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees may be negotiable based on various factors. Zimmerman Advisory Group also utilizes third-party money managers with their own fee schedules.
Fee Estimator
Location
5650 Blazer Pkwy, Ste 100, Dublin, OH, 43017
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Regulatory History (2)
Regulatory
February 2023Regulatory
September 2022Employment History
Current Registrations
Zimmerman Advisory Group, LLC
Previous Registrations
USA Wealth Management LLC
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.