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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K+ | 0.25% |
Fees are negotiable for larger accounts. Minimum annual fee of $1,000.