Zimmer Capital Management provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Investment strategies are tailored to each client's goals and objectives. Financial planning includes evaluating current and future financial states, predicting cash flows, and developing actionable plans.
Assets Under Management$1.2M
Clients2
Advisors1
Avg. per Client$600K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1.00% for actively managed portfolios. The fee is 0.50% for passively managed portfolios. The annual fee is negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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