Sara Hostalet is a CFA, CFP-designated registered investment advisor at Zimmerman Wealth Management, LLC, based in Evanston, IL. Sara 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
Location
500 Davis Street, Suite 1005, Evanston, IL, 60201
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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.
Learn about disclosures →Employment History
Current Registrations
Zimmerman Wealth Management, 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.
Exams
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