Wimmer Associates LLC

Wimmer Associates, an SEC-registered Investment Adviser based in Pasadena, CA, offers investment supervisory and management services to retail investors, including individuals, trusts, estates, and family groups. The firm primarily manages investment portfolios on a discretionary basis, with the authority to decide on securities transactions, while allowing clients to impose restrictions if desired. Clients without investment discretion can make final decisions on their investments based on Wimmer Associates' recommendations. The firm generally requires a minimum of $750,000 in assets under management, which may be waived at their discretion. Clients may incur management fees, brokerage commissions, transaction fees, and administrative charges, along with mutual fund or ETF fees if used. Wimmer Associates does not charge performance-based fees. The firm operates as a fiduciary, obligated to act in clients' best interests and disclose any conflicts of interest, with revenue solely derived from investment advisory services. Financial professionals are salaried and may earn bonuses based on firm profitability, without receiving commissions or compensation for client referrals. Wimmer Associates and its employees have no legal or disciplinary history. Clients are encouraged to seek additional information by contacting the firm directly or accessing their Form ADV brochure online.