Richard Greulich is a CFA-designated registered investment advisor at Reg Capital Advisors, based in Southport, NC, with 19 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Although the firm generally charges 2% per annum, the advisory fee is negotiable, may be charged at a reduced rate or may not be charged depending on individual client circumstances. Some accounts are also charged a performance-based fee.
Fee Estimator
Location
Southport, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Reg Capital Advisors
State Registrations1 state
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