TM Financial Group (TMF) provides general planning and refers clients to Regatta Research & Money Management for portfolio management services. TMF monitors the client's overall financial situation, Regatta's investment approach and performance, and assists the client in understanding their investments. TMF receives a portion of the manager's fee for the referral.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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