Robert Zimmer
Robert Zimmer is a registered investment advisor at Founders Financial Securities, LLC, based in Westminster, MD, with 19 years of industry experience. Robert 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. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
Westminster, MD
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 2024Other Business ActivitiesSells Insurance
Robert is the sole member/agent of Zimmer Financial Group, dedicating nearly full-time hours to sales and service of fixed and variable insurance. He also holds positions in several other businesses, including Wicomico Day School, Forrest Collective LLC, Taylorsville Property LLC, Old Ocean City Road Property LLC, 7BC of Maryland LLC, and Forrest Commercial Properties LLC.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 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.