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CFP
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CFP

Michael Syman-Degler

Syman-Degler Group, LLC
29 Years of Experience
Eugene, OR
1 Disclosure
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Michael Syman-Degler is a CFP-designated registered investment advisor at Syman-Degler Group, LLC, based in Eugene, OR, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 185 clients with $60M in assets under management.

Syman-Degler Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
185 clients
Average Client Portfolio
$323K average
Assets Under Management
$59.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $749K1.00%
$749K - $1.2M0.85%
$1.3M - $1.7M0.75%
$1.8M - $3.0M0.50%
$3M+0.35%

Firm also offers a flat rate schedule not to exceed 1.00% of assets under management. Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1163 Olive Street, #100, Eugene, OR, 97401

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History

Regulatory History (1)
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Regulatory
March 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Syman-Degler Group, LLC
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
September 2001 - May 2018 · 16 yrs 8 mos
Locust Street Securities, INC.Broker
January 1999 - August 2001 · 2 yrs 7 mos
Investment Management & Research, INCBroker
June 1997 - December 1998 · 1 yr 6 mos
State Registrations2 states
CAOR
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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