How does the advisor help clients – Key Takeaways:
ZIMMERMAN CAPITAL MANAGEMENT is a financial advisor that provides expert financial guidance to clients. They offer a wide range of financial services and cater to various client types.
Facts and Insights
ZIMMERMAN CAPITAL MANAGEMENT has been in business for over 25 years and has a team of experienced advisors. As of 2021, they manage $1.5 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $1.5 billion | 10 |
Source: ZIMMERMAN CAPITAL MANAGEMENT
Financial Services Offered
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Education funding
Client Types
ZIMMERMAN CAPITAL MANAGEMENT works with a diverse range of clients including individuals, families, and businesses.
Fees & Compensation
ZIMMERMAN CAPITAL MANAGEMENT charges a percentage of assets under management as their fee, which is based on a tiered structure. They also offer a performance-based fee for certain investments. They do not receive any commissions or third-party compensation.
Background
ZIMMERMAN CAPITAL MANAGEMENT was founded in 1995 by John Zimmerman and has been providing personalized financial guidance ever since. The team consists of knowledgeable and experienced advisors who strive to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
ZIMMERMAN CAPITAL MANAGEMENT has a clean record with no disciplinary actions from regulatory bodies. They prioritize transparency and communication with their clients, and consistently comply with all industry regulations and standards.
When working with ZIMMERMAN CAPITAL MANAGEMENT, clients can trust that they are receiving expert financial guidance and support from a reputable and trustworthy firm.