Advisor at Zimmerman Capital Management
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Firm
Zimmerman Capital Management
Location
Salem, OH 44460
Credentials
CFP®, Series 63
Industry experience
18 years
Jeffrey Zimmerman is a CFP® with 18 years of industry experience and has been the sole advisor at Zimmerman Capital Management since 1991. The firm is based in Salem, OH, and operates as an independent advisory practice. Zimmerman Capital Management provides personalized financial planning and discretionary investment management to individual clients, high-net-worth households, trusts and estates, and non-profit and institutional sponsors. The firm employs a strategic asset allocation approach using broadly diversified, low-cost mutual funds and ETFs, serving a mix of individual and institutional clients including charitable organizations and pension plans.
Based on Zimmerman Capital Management
Based on Zimmerman Capital Management
Fixed annual fees for investment management ranging from $10,000 to $40,000, charged quarterly; may also charge flat fees for limited scope advisory consulting projects
Hourly rate of $250 with a 4 hour minimum for advisory consulting services
Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $2,500 (equivalent to $10,000 annually) for Investment Management or Ongoing Financial Planning services Fee-only: Fee-only firm; no commissions or finder’s fees accepted
1450 Franklin Ave.
Salem, OH 44460
Ohio
Zimmerman Capital Management, LLC
1991 - Present (35 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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