Zimmerman Wealth Management, LLC's Form ADV discloses 1.00% on the first $5 million, 0.75% on the next $5 million, 0.65% on the next $5 million, 0.50% on the next $10 million, and negotiable rates above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #127526), Zimmerman Wealth Management, LLC is subject to fiduciary duty under federal law.
Zimmerman Wealth Management, LLC is headquartered in EVANSTON, IL.
Zimmerman Wealth Management, LLC serves 216 high-net-worth clients according to their SEC filing dated August 27, 2026. View client details ↓
According to their SEC Form ADV, Zimmerman Wealth Management, LLC offers financial planning and portfolio management for individuals. View all service details ↓
Zimmerman Wealth Management, LLC manages $472 million in client assets according to their SEC filing dated August 27, 2026.
According to their SEC Form ADV, Zimmerman Wealth Management, LLC serves high-net-worth individuals. View client details ↓