T.E. Zimmerman Investment Services (TEZIS) offers investment supervisory services and manages investment advisory accounts. They provide comprehensive services free of charge, including goal setting, cash management, investment review, estate planning, financial planning, portfolio management, pension consulting, and education funding planning. TEZIS tailors advisory services to individual client needs, allowing clients to impose restrictions on investments. All client assets are managed on a non-discretionary basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Minimum Annual Fee:$350
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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