Angela Zimmerman
Angela Zimmerman is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in North Liberty, IA, with 8 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B 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% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
1210 Jordan St, Suite 3, North Liberty, IA, 52317
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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
Angela owns rental property in North Liberty, IA, dedicating minimal time to it. She also serves as a board member for The ARC and as president of the Scanlon Farms HOA, spending minimal time on each activity.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Hawkins Wealth Management
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.
Exams
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