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CFP
ME
CFP

Michael Eugenio

Eugenio Financial
32 Years of Experience
Tigard, OR
2 Disclosures
View SEC Summary
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Michael Eugenio is a CFP-designated registered investment advisor at Eugenio Financial, based in Tigard, OR, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 62 clients with $38M in assets under management.

Eugenio Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
62 clients
Average Client Portfolio
$610K average
Assets Under Management
$37.8M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.85%
$500K - $750K1.65%
$750K - $1.0M1.35%
$1.0M - $5.0M1.10%
$5M+1.00%

The firm reserves the right to aggregate household and related accounts for fee calculation. Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tigard, OR

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2015
Final
Regulatory
September 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Eugenio Financial
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2005 - September 2010 · 5 yrs 8 mos
Pacific West Securities, INC.Broker
February 2000 - December 2004 · 4 yrs 10 mos
Washington Square Securities, INC.Broker
May 1994 - February 2000 · 5 yrs 9 mos
State Registrations2 states
ORWA
Advisor

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
No exam information available for this advisor.
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