ME
CFP
ME
CFP
Michael Eugenio is a CFP-designated registered investment advisor at Eugenio Financial, based in Tigard, OR, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 69 clients with $36M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
69 clients
Average Client Portfolio
$516K average
Assets Under Management
$35.6M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.15% |
| $250K - $500K | 1.85% |
| $500K - $750K | 1.65% |
| $750K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
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
Get directionsHistory
Regulatory History (2)
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Regulatory
November 2015Final
Regulatory
September 2013Final
Employment History
Current Registrations
Eugenio Financial
February 2007 - Present · 19 yrs 2 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.