Michael F. Zimmer
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $500 to $10,000 based on complexity. Hourly consulting rates range from $150 to $300 per hour. Advisory fees for asset management services (Mutual Fund, ETF, and Third-Party Manager Selection) range up to 2.50% of assets. Stock Portfolio Management fees range up to 2.75%. Fees are billed quarterly in arrears, based on the average daily balance of the previous quarter. The firm may waive or negotiate fees at its discretion.
Areas of Practice
Advisor Information
Office location
305 Spindrift Drive, Williamsville, NY, 14221
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is involved with The Financial Guys, a radio show marketing company, spending minimal time. He also works at Neiman Funds Management, LLC and Independent Solutions Wealth Management, LLC, dedicating about 10% of his time to the former and nearly full-time to the latter, focusing on research, marketing, trading, compliance, and operations.