Simon Kramedjian
Simon Kramedjian is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Bend, OR, with 43 years of industry experience. Simon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
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.
Exams
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