Regan Ervin is a registered investment advisor at Capital-E-Advisors, based in Leawood, KS, with 16 years of industry experience. Regan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 70 clients with $61M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.45% |
| $50M+ | 0.45% |
Fees are negotiable in rare situations.
Fee Estimator
Location
Leawood, KS
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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.
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Regan owns Southside Real Estate, LLC, a rental property business, dedicating minimal time. Regan also owns Investment Advisory Standards, LLC, working as an expert witness in legal cases for a few hours per week.
Employment History
Current Registrations
Capital-E-Advisors
Previous Registrations
Sterneck Capital Management LLC
State Registrations2 states
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