Edward Degalan
Edward Degalan is a registered investment advisor at Mmi Asset Management Services, LLC, based in Owosso, MI, with 12 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 53 clients with $9.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.25% |
| $125K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001. Specified manager fees may range from 0.25% to 1.10%.
Fee Estimator
Location
120 W. Exchange Street, Suite 103A, Owosso, MI, 48867
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is a 50% partner at MMI Financial Group, Inc. since 1997, working as an independent insurance agent selling fixed insurance products and group health insurance, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Mmi Asset Management Services, LLC
Previous Registrations
Royal Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.