R Tullis is a registered investment advisor at Regents Partners, LLC, based in Farmington, UT, with 19 years of industry experience. R operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 405 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. For clients in private funds, Regents Partners, LLC charges an annual management fee of 2% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Location
Farmington, UT
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Regulatory History (1)
Regulatory
February 2001Other Business ActivitiesSells Insurance
R. is a non-managing member of Tullis Investment Company, LLC, the managing member of New Stage Ventures, LLC, and the owner of the general partnership of multiple Regents Partners funds. R. is also a licensed insurance agent selling life insurance, dedicating a few hours per week, and a member of Regents Settlement Solutions, LLC, spending about 10-20% of their time on relationship management.
Employment History
Current Registrations
Regents Partners, LLC
Previous Registrations
Regents Partners, LLC
Foresight Wealth Management, LLC
Lifepro Asset Management
Regent Street Advisors LLC
Wealth Navigation Advisors
Vigilant Investment Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.