Simon Kramedjian
Simon Kramedjian is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Bend, OR, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
Bend, OR
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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
Simon owns Adana Corporation (Rescuearth Recycling) and a DBA called Simon Financial for marketing purposes. He also owns residential rental properties, is an Oregon insurance agent, and serves as treasurer on the board of directors for River Canyon Estates HOA, dedicating minimal time to each activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Sentra Securities CORP
Sentra Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Moore & Schley, Cameron & CO.Broker
Moore & Schley Municipals, INC.Broker
Marks, Allen & CO.Broker
State Registrations9 states
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.