Skyler Weinand is a CFA-designated registered investment advisor at Regan Capital, based in Dallas, TX, with 14 years of industry experience. Skyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regan Capital manages investments for separately managed accounts (SMAs) and charges a management fee that is negotiable. The firm also manages pooled investment funds, charging an annual management fee that generally ranges from 1% to 1.5% of the net asset value of each investor's interest in such funds. Additionally, the firm or its affiliates may receive a performance-based fee from SMAs, with terms varying depending on the agreement with each account owner. The firm also manages a mutual fund, charging a management fee of 0.85%, and an ETF, charging a management fee of 0.49%.
Location
300 Crescent Court, Suite 1760, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Regan Capital
State Registrations1 state
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