Paul Dunckel is a CFP-designated registered investment advisor at Syman-Degler Group, LLC, based in Eugene, OR, with 4 years of industry experience. Paul 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
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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 →Employment History
Current Registrations
Syman-Degler Group, LLC
State Registrations2 states
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