Joshua Zimmerman
Joshua Zimmerman is a registered investment advisor at Psi Advisors, LLC, based in Tampa, FL, with 11 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,168 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PSI Advisors offers investment management services through various LPL Financial advisory programs. Fees are negotiable and vary depending on the program and account size. Maximum annual fees are: Manager Access Select (3.00% for legacy accounts, 2.5% for new accounts), Optimum Market Portfolios (2.50%), Personal Wealth Portfolios (2.50%), Model Wealth Portfolios (2.65%), Small Market Solution (0.95%), and Guided Wealth Portfolios (1.35%). These fees cover investment advice and management. Clients may incur additional fees from mutual funds and ETFs.
Location
13059 W. Linebaugh Ave Ste. 102, Tampa, FL, 33626
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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
Joshua sells non-variable insurance, dedicating about 10-20% of his time to this activity. He also provides investment advisory services through PSI Advisors, LLC, spending about half his time on this endeavor, and works as a Registered Representative for LPL Financial, spending nearly full-time hours on sales and client servicing.
Employment History
Current Registrations
Psi Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Psi Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 states
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