Zimmer Capital Management LLC fees and pricing

Financial planner in Bluffton, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 3, 2026, Zimmer Capital Management LLC charges $50 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50/hr; “Services are offered based on an hourly fee of $50 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”

Its hourly rate of $50 is below the South Carolina median of $250. None of the 69 other South Carolina planners that publish an hourly rate charge less.
None of the 5 other planners in Bluffton that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 2
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $1,190,646
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315645
Website: zimmercapitalmanagement.com (opens in new tab)
Phone: (413) 822-5862

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.