Ann Regal is a CFP-designated registered investment advisor at Avrio Wealth LLC, based in Singapore, with 10 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 27 clients with $26M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.40% |
Fees may be negotiable depending on the size and type of account, complexity of planning, and services required. Minimum annual fee of $10,000 for investment management only relationships may be waived at Avrio's discretion.
Fee Estimator
Location
20 Collyer Quay, #12-08, Singapore, 049319
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ann is licensed by the Monetary Authority of Singapore and spends minimal time as a managing member of CPS German I, LLC. Ann is also a licensed life insurance provider.
Employment History
Current Registrations
Avrio Wealth LLC
Avrio Wealth PTE LTD
Previous Registrations
Capital Privé Suisse S.A.
State Registrations3 states
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