Michael Syman-Degler
Michael Syman-Degler is a CFP-designated registered investment advisor at Syman-Degler Group, LLC, based in Eugene, OR, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 185 clients with $60M 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 $749K | 1.00% |
| $749K - $1.2M | 0.85% |
| $1.3M - $1.7M | 0.75% |
| $1.8M - $3.0M | 0.50% |
| $3M+ | 0.35% |
Fees are not negotiable and are deducted from the client’s account by American Funds Service. Fees may be lower than the noted percentages at each asset class based on the exact amount of the investment and investment type where applicable.
Fee Estimator
Location
1163 Olive Street, #100, Eugene, OR, 97401
Get directionsHistory
Regulatory History (1)
Regulatory
March 2020Employment History
Current Registrations
Syman-Degler Group, LLC
Previous Registrations
Farmers Financial Solutions, LLCBroker
Locust Street Securities, INC.Broker
Investment Management & Research, INCBroker
State Registrations2 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.