Regan Investments, Inc. (RII) offers investment management services, primarily discretionary, to individuals, retirement accounts, trusts, estates, and organizations. RII tailors accounts to clients and welcomes restrictions. RII uses charting, fundamental, technical, cyclical, and monetary analysis to make investment decisions.
Assets Under Management$55M
Clients86
Advisors2
Avg. per Client$640K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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 are negotiable for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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