Advisor at Kenneth Frenke & Co
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Ronald Zimmerman is a CFP® professional with 29 years of industry experience, currently serving at Kenneth Frenke & Co since 2001. He is based in Atlanta, GA, and is one of three advisors at the firm. Kenneth Frenke & Co. provides fee-only financial planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates. The firm develops individualized Investment Policy Statements and typically implements portfolios using mutual funds and ETFs, applying fundamental analysis, modern portfolio theory, and a long-term purchase orientation.
Based on Kenneth Frenke & Co
Financial planning fees range from $1,500 to $5,000 depending on complexity
$0 - $500,000: 1.00% $500,000 - $1,500,000: 0.75% $1,500,000 - $2,500,000: 0.50% $2,500,000+: 0.25%
Minimum fee: $1,250 minimum annual fee for accounts under management, may be waived at discretion Fee-only: Fee-only financial counsel; no commissions or other compensation from securities or insurance sales
1870 The Exchange, Suite 100
Atlanta, GA 30339
Florida · Georgia · North Carolina · Texas
Kenneth Frenke & Co
2001 - Present (25 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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