Zimmerman Wealth Management, LLC

Zimmerman Wealth Management, LLC is an SEC-registered investment adviser established in 2003, located in Evanston, IL. The firm, led by Thomas H. Zimmerman (CFP®), offers personalized investment supervisory services and individual portfolio management on a discretionary basis. Clients' portfolios typically include mutual funds, ETFs, and closed-end funds, tailored to their objectives, risk tolerance, and liquidity needs. Financial planning services cover various aspects such as tax, investments, insurance, retirement, and estate planning. The firm manages approximately $434,787,788 in regulatory assets under management as of December 31, 2024. Fees for investment supervisory services are charged as a percentage of assets under management, with an initial minimum investment of $2,000,000 and a minimum annual fee of $20,000. Financial planning fees are determined based on the services provided and client circumstances, ranging from a percentage of assets to fixed or hourly fees. The firm does not charge performance-based fees and acts in a fiduciary capacity. Clients have the option to purchase recommended securities through brokers not affiliated with the firm. The firm does not engage solicitors for client referrals and has no disciplinary events to disclose. Clients receive regular account reviews and reports, and the firm votes proxies on behalf of clients unless instructed otherwise.