Advisor at MMI Asset Management Services, LLC
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Firm
MMI Asset Management Services, LLC
Location
Owosso, MI 48867
Credentials
Series 63, Series 65, Series 66
Industry experience
12 years
Edward Degalan Jr. is a financial advisor with MMI Asset Management Services, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with MMI Asset Management Services since 2015 and has been associated with MMI Financial Group, Inc. since 1989. Outside of advisory services, he is a 50% partner in MMI Financial Group, where he works as an independent insurance agent involved in the sale of fixed insurance products and group health insurance. MMI Asset Management Services provides financial consulting and investment advisory services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm customizes advice for each client and primarily outsources asset management to third-party managers, offering financial planning through hourly or fixed-fee arrangements and focusing on non-discretionary management.
Based on MMI Asset Management Services, LLC
Fixed fee typically ranges from $0 (or waived fee) up to a maximum of $10,000
$0 - $125,000: 1.25% $125,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% Over $1,000,001+: Negotiable
Hourly fee typically ranges from $0 (or waived fee) up to a maximum of $500 per hour
Minimum fee: Hourly fee typically ranges from $0 (or waived fee) up to a maximum of $500 per hour; Fixed fee typically ranges from $0 (or waived fee) up to a maximum of $10,000 Fee-only: Asset management fees based on assets under management; financial consulting fees charged hourly or fixed fees
120 W. Exchange Street, Suite 103 A
Owosso, MI 48867
Michigan
MMI Asset Management Services, LLC
2015 - Present (11 years)
MMI Financial Group, Inc.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
CFP®, Series 63, Series 65
Owosso, MI
LIFEGOALS FINANCIAL GROUP
Series 65
Laingsburg, MI
Sovereign Financial Group, Inc.
Series 63
Corunna, MI
M Holdings Securities, INC.
Series 63, Series 66
Owosso, MI
The huntington Investment company
Series 66
Owosso, MI
Citizens Securities, Inc.
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