Zimmermann Alan L
Assets Under Management
$190.0M
Number of Clients
21
Number of Advisors
N/A
Avg. Portfolio per Client
$9.0M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Alan Zimmermann provides investment supervisory services, primarily using no-load mutual funds, but may use other investments when appropriate. He attempts to replicate a standard model portfolio for all clients, adjusting asset allocations to reflect individual client requirements. Alan Zimmermann has been in business since 1991.
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K+ | 0.25% |
Fees are negotiable for larger accounts. Minimum annual fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment Management
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Location
FL, United States
0 Advisors at this firm
No advisors found for this firm.