Morgann Michelle Zimmer
MZ
CFP

Morgann Michelle Zimmer

11 Years of Experience

Firm Information

Morgann Michelle Zimmer
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
289 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$864.9M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.25%
$2.0M - $3.0M1.15%
$3.0M - $5.0M0.95%
$5.0M - $10.0M0.85%
$10.0M - $20.0M0.70%
$20M+0.65%

Clients are subject to a minimum quarterly fee of $1,250 which may result in an annual rate in excess of 1.25%. All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Hourly Rate:$100 - $400/hr

The annual fee for investment advisory services is based on a percentage of your assets under management, as shown in the rate table. There is a minimum quarterly fee of $1,250, which may result in an annual rate exceeding 1.25%. Fees are payable quarterly, in advance. Consulting services are billed hourly, ranging from $100 to $400 per hour. All fees are subject to negotiation, and the minimum account size may be waived at the firm's discretion.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

5177 Richmond Avenue, Suite 700, Houston, TX, 77056

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Morgann Michelle Zimmer
MZ
Contact
Morgann Michelle Zimmer
Regulatory History
Clean regulatory record

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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Other Business Activities

Morgann works as a league coordinator/referee for the Houston Sports and Social Club since 2018. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Goodman Financial Corporation
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Kmh Wealth Management, LLC
September 2013 - June 2016 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Morgann Michelle Zimmer
MZ
Contact
Morgann Michelle Zimmer