William Zimmer
William Zimmer is a registered investment advisor at Fortress Private Ledger, LLC, based in Pisgah Forrest, NC, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 704 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2.0% and is negotiable between the client and the investment adviser representative.
Fee Estimator
Location
Pisgah Forrest, NC
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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 ActivitiesSells Insurance
William is a co-founder and co-owner of Ecusta Brewing Company since 2015, dedicating minimal time. He also operates under the DBA Craft Financial for fixed insurance sales, spending a few hours per week on this activity.
Employment History
Current Registrations
Fortress Private Ledger, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
W&s Brokerage Services, INC.Broker
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.