Regan Investments, Inc. provides portfolio management and investment advisory services to individuals, retirement accounts, trusts, estates, religious and charitable organizations, corporations, and partnerships. Operating since 2002 with predecessor companies dating back to 1967, the firm builds customized portfolios tailored to client objectives using various investment strategies including stocks, bonds, commodities, currencies, and alternative strategies. Regan Investments conducts fundamental, technical, and economic analysis to guide its investment decisions and primarily executes trades and holds client assets through Fidelity Investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees for larger accounts are negotiable. Mutual fund and fixed income portfolio fees are also negotiable.