Firm
Zimmer Capital Management
Bluffton, South Carolina
Fee-only
Zimmer Capital Management at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 2 individual clients, 1 of them high net worth.
- Its average account is about $198,000 (assets it manages divided by its 6 accounts).
- Its website says it's taking new clients.
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Bluffton, South Carolina |
|---|---|
| Website | zimmercapitalmanagement.com |
| Phone | (413) 822-5862 |
Zimmer Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $50 an hour |
|---|---|
| Asset-based fee | 0.5% to 1% a year |
| Account minimum | None |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Hourly Fee: $50" source
"AUM fees: 0.50% for passive, 1.00% for active." source
"AUM fees: 0.50% for passive, 1.00% for active." source
"No account minimums! We believe in your potential and encourage you to start now with whatever you have." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 1 |
| High-net-worth clients | 1 |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 3, 2026 |
| SEC record | CRD 315645 |