Regan Stanfield is a CFP-designated registered investment advisor at RBC Rochdale, LLC, based in Opelika, AL, with 19 years of industry experience. Regan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 17,054 clients with $73B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable on a case-by-case basis. Annual program accounts also assess an additional program fee ranging from 0.01% to 0.11% based on account size.
Fee Estimator
Location
Opelika, AL
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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 →Other Business Activities
Regan is a sole proprietor of Regan Allison Designs LLC, a jewelry distribution business, dedicating a few hours per week. Regan also speaks to students and teaches finance classes as an adjunct professor at Auburn University, spending a few hours per week on these activities.
Employment History
Current Registrations
RBC Rochdale, LLC
Cnr Securities, LLC
Cnr Securities, LLCBroker
Previous Registrations
Triad Advisors LLCBroker
Wells Investment Securities,inc.Broker
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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