Regal Bay Investment Group, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Regal Bay Investment Group offers investment management and financial advisory services. They review clients' financial situations, goals, and risk tolerance to develop an investment plan. Regal Bay manages investments on a discretionary or non-discretionary basis. They may recommend various securities, including stocks, bonds, mutual funds, and ETFs. The firm uses fundamental and technical analysis to make investment recommendations. Clients can accept or reject Regal Bay's recommendations.
Assets Under Management$48M
Clients146
Advisors3
Avg. per Client$330K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.70% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Schedule is for Equity and Balanced Accounts. Fixed Investment Accounts are charged 0.50% on the first $2,000,000 and negotiable on amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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