Samantha Zimmerman
Samantha Zimmerman is a registered investment advisor at Stonebridge Financial Group, LLC, based in Wormleysburg, PA, with 4 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,299 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonebridge Financial Group charges fees based on the size of your portfolio and the complexity of services provided, up to a maximum of 2% annually. These fees are charged quarterly in advance. In some cases, Stonebridge may negotiate lower fees or waive them entirely. Consulting services are generally included in these fees, but separate financial planning agreements may be required in unique circumstances. An additional fee of 0.25% - 0.5% may be applied to accounts with options trading authorized.
Location
602 North Front Street, Wormleysburg, PA, 17043
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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.
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Samantha works as a licensed assistant at Regal Wealth Advisors, providing support for client requests. This activity is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Stonebridge Financial Group, LLC
Previous Registrations
J. W. Cole Advisors, INC.
J. W. Cole Advisors, INC.
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.