Sandra Zimbric
Sandra Zimbric is a registered investment advisor at Apex Fiduciary Advisors LLC, based in Middleton, WI, with 4 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 56 clients with $41M 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 $250K | 1.75% |
| $250K - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
8500 Greenway Blvd Ste 105, Middleton, WI, 53562
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 →Other Business ActivitiesSells Insurance
Sandra is the sole owner of Zimbric Investments, LLC and works closely with Apex Fiduciary Tax Advisors, LLC. She also holds an insurance license and may offer insurance products to clients, and is the Treasurer of Waunakee Boys Kickers Club, spending a few hours per week outside of business hours on this.
Employment History
Current Registrations
Apex Fiduciary Advisors LLC
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.