Mitchell Zimmer is a registered investment advisor at Zimmer Capital Management LLC, based in Bluffton, SC, with 4 years of industry experience. Mitchell 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. Their firm serves 2 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1.00% for actively managed portfolios. The fee is 0.50% for passively managed portfolios. The annual fee is negotiable based on various criteria.
Fee Estimator
Location
Bluffton, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Zimmer Capital Management LLC
State Registrations2 states
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