Daniel Wood is a CFA, CFP-designated registered investment advisor at Zimmerman Wealth Management, LLC, based in Evanston, IL, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 225 clients with $470M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable on a client-by-client basis. The firm requires a minimum annual fee of $20,000.
Fee Estimator
Contact
Daniel Wood
Location
500 Davis Street, Suite 1005, Evanston, IL, 60201
Get directionsHistory
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 →Employment History
Current Registrations
Zimmerman Wealth Management, LLC
Previous Registrations
State Farm Vp Management CORP.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.
Exams
More Advisors
- Sara Hostalet, CFA, CFPZimmerman Wealth Management, LLC
- John Harris, CFPZimmerman Wealth Management, LLC
- Thomas Zimmerman, CFPZimmerman Wealth Management, LLC
- Marshall Garrett, CFPZimmerman Wealth Management, LLC
- Scott Miller, CFPRomano Wealth Management
- Stuart Mcdermott, CFADefender Asset Management LLC