Vahick Yedgarian is a CFP-designated registered investment advisor at Regency Financial Group, based in La Crescenta, CA, with 11 years of industry experience. Vahick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 148 clients with $37M 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 $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees are negotiable. Some existing clients have negotiated free investment management services for IRA/SEP accounts or small accounts of their children.
Fee Estimator
Location
La Crescenta, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Vahick is the owner of Regency Financial Group, a financial services firm, dedicating full-time hours to offering services to clients. He also teaches part-time as an adjunct instructor at several universities and holds a real estate license, though he does not recommend real estate to clients.
Employment History
Current Registrations
Regency Financial Group
Previous Registrations
1st Global Advisors INC
Mony Securities Corporation
Trusted Advisors
State Registrations1 state
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