Mitchell Zimmer
Zimmer Capital Management · Bluffton, South Carolina
Mitchell Zimmer is a fee-only financial advisor at Zimmer Capital Management in Bluffton, South Carolina. Mitchell charges a percentage of assets and hourly fees ($50 an hour and 0.5%–1% a year of assets managed).
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Facts
| Firm | Zimmer Capital Management |
|---|---|
| Based in | Bluffton, South Carolina |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $50 an hour · 0.5%–1% a year of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.2M across 6 accounts |
| SEC registration | Investment adviser representative in SC · CRD 7402816 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.zimmercapitalmanagement.com |
How Mitchell's firm compares
- The hourly rate is $50, below the US median of $300 for fee-only firms that publish prices.
- Zimmer Capital Management's average account is about $198,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Mitchell
Is Mitchell Zimmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Zimmer Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell charges a percentage of assets and hourly fees.
How much does Mitchell charge?
According to Zimmer Capital Management's website, checked October 30, 2026: $50 an hour; 0.5%–1% a year of assets managed; no asset minimum.
Where is Mitchell Zimmer based?
Mitchell Zimmer is based in Bluffton, South Carolina.
Is Mitchell Zimmer registered with the SEC?
Yes. Mitchell Zimmer is registered as an investment adviser representative in SC (CRD 7402816), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Zimmer Capital Management manage?
Zimmer Capital Management reports $1.2M across 6 accounts in assets under management.
How do I contact Mitchell Zimmer?
Through Mitchell's website, www.zimmercapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Zimmer Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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