Blaise Zimmer
Blaise Zimmer is a registered investment advisor at Richmark Private Wealth Management, based in Frankenmuth, MI, with 6 years of industry experience. Blaise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 377 clients with $61M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
516 South Main Street, Suite C, Frankenmuth, MI, 48734
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
Richmark Private 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
More Advisors
- Richard MarotzkeRichmark Private Wealth Management
- Daniel Waskiewicz, CFPOppenheimer & CO. INC.
- Doyle Webb, CFPEdward Jones
- Mary Guzak, CFPEdward Jones
- Mark Vanvoorhees, CFPBelpointe Asset Management LLC
- Colin Maurer, CFPEdward Jones