Zimmerman Capital Management offers personalized financial planning and investment management. Financial planning includes setting goals, identifying problems, cash flow, tax, and insurance reviews, education funding, retirement, and estate planning. Investment management clients receive a written investment policy outlining objectives, risk tolerance, and portfolio allocations. Portfolios are customized and use institutional, no-load, index, or asset class mutual funds. Zimmerman Capital Management does not engage in market timing or subjective forecasting.
Assets Under Management$84M
Clients59
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Zimmerman Capital Management's fees for investment management are fixed annual fees ranging from $10,000 to $40,000, charged quarterly. The minimum quarterly fee is $2,500.
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