BB
BB

Blane Bailley

1 Year of Experience
Greenville, SC
Sells Insurance

Blane Bailley is a registered investment advisor at Regal Investment Advisors LLC, based in Greenville, SC, with 1 years of industry experience. Blane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
8,302 clients
Average Client Portfolio
$347K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

218 Adley Way, Greenville, SC, 29607

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Blane is an Investment Advisor Representative and Insurance Agent with Bailley Group Wealth Management, providing financial and insurance services. This activity takes nearly all of Blane's time.

Employment History
Current Registrations
Regal Investment Advisors LLC
April 2025 - Present · 1 yr 6 mos
State Registrations1 state
SC
Advisor

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
No exam information available for this advisor.
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