Regal Capital Management offers investment advice, portfolio structuring, asset allocation, and financial planning services, including insurance advice. These services are provided to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. Regal helps clients determine financial goals and develops investment strategies to achieve those goals. They advise clients on both discretionary and non-discretionary bases.
Assets Under Management$43M
Clients167
Advisors1
Avg. per Client$260K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.20% |
| $200K - $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for accounts over $5,000,000 are negotiable. For certain smaller accounts, Regal may employ slightly different trading which may result in slightly higher percentage fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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