Regal Advisory Services offers discretionary and non-discretionary investment management, financial planning, retirement plan support, and access to third-party advisory programs through custodians like RBC Capital Markets and Hilltop Securities. The firm creates personalized investment programs using fundamental and quantitative research, technical analysis, and model portfolios. Regal Advisory Services specializes in helping individuals, high net worth clients, corporations, trusts, and retirement plans align their portfolios with specific risk tolerances and financial goals.
Assets Under Management$120M
Clients274
Advisors24
Avg. per Client$440K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.0% of managed assets, which may be negotiated. Additional platform or program fees may apply depending on the chosen custodian or strategy.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
24 Advisors at this firm
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