Regions Investment Management manages investment portfolios and provides investment model strategies for use by Regions Wealth Management with its clients. Regions Investment Management focuses on equity and bond model strategies, conducting fundamental research and analysis on securities for client accounts. The firm manages assets on both a discretionary and non-discretionary basis. Regions Investment Management is a wholly owned subsidiary of Regions Bank, which is a wholly owned subsidiary of Regions Financial Corporation.
Assets Under Management$20B
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$5B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees apply to both equity and bond model strategies provided to Regions Bank clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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