Regan Ervin is a registered investment advisor at Capital-E-Advisors, based in Leawood, KS, with 17 years of industry experience. Regan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 87 clients with $76M 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% |
| $10M+ | 0.45% |
The 1.50% rate applies to accounts under $500,000. For accounts over $500,000, the schedule starts at 1.25% for the first $1M and decreases for higher amounts. 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.
Learn about disclosures →Other Business Activities
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
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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