Syman-Degler Group offers investment management and financial planning services. Investment management includes assistance with various account types and ongoing monitoring. Financial planning is offered at an hourly or flat fee. Syman-Degler Group does not offer discretionary account management. Clients are under no obligation to act on recommendations.
Assets Under Management$60M
Clients185
Advisors3
Avg. per Client$320K
Avg. per Advisor$20M
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Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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