Regina Montrony is a registered investment advisor at Pentegra Investors, INC., based in Shelton, CT, with 22 years of industry experience. Regina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 250 clients with $5.6B 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 $10.0M | 0.80% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable based on services, client type, account size, relationship, and asset composition.
Fee Estimator
Location
2 Enterprise Drive, Suite 408, Shelton, CT, 06484-4657
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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 →Employment History
Current Registrations
Pentegra Investors, INC.
Pentegra Distributors INC.Broker
Previous Registrations
Pentegra Investors, INC.
State Registrations8 states
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.
Exams
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