Assets Under Management
$2.3M
Number of Clients
10
Number of Advisors
5
Average Client AUM
$226K
AUM per Advisor
$452K
Compensation
Fee-Only (AUM)Fixed/Hourly
Regal Advisory Services offers investment management programs, financial planning, consulting, discretionary and non-discretionary portfolio management, and selection of other advisers. Fees are fixed, hourly, or a combination for planning, and negotiable for portfolio management, ranging from 0.50% to 2.00%.
5959 Topanga Canyon Blvd., Suite 180, Woodland Hills, CA, 91367