T.E. Zimmerman Investment Services manages investment portfolios and offers comprehensive financial planning services for individuals, trusts, estates, and business entities. Founded in 2009 and led by Theodore Edward Zimmerman, the firm operates as a registered investment advisor legally required to act in your best interest. T.E. Zimmerman Investment Services manages all client accounts on a non-discretionary basis, meaning they must get your approval before making any trades in your portfolio. Alongside investment management, the firm provides various planning services—such as retirement planning, cash management, estate planning, and education funding—at no extra charge when you use their portfolio management services. The firm also accommodates specific client restrictions on certain types of investments.
Fee Structure
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% |
| $2M+ | 0.75% |
Clients may alternatively negotiate fixed fees not to exceed $250 per month. All other financial planning services are included free of charge with portfolio management.