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.
Assets Under Management$190M
Clients21
AdvisorsN/A
Avg. per Client$9M
Avg. per AdvisorN/A
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
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Location
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