Bryan Kabot is a CFP-designated registered investment advisor at Regency Wealth Management, based in Ramsey, NJ, with 19 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 312 clients with $640M 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 $2.5M | 1.10% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Fees are negotiable in certain circumstances. Minimum annual fee of $11,000 applies.
Fee Estimator
Location
500 North Franklin Turnpike, Suite 212, Ramsey, NJ, 07446
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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
Regency Wealth Management
Previous Registrations
Kabot Financial Limited Liability Company
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
Morgan Stanley
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.
Exams
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