Regency Wealth Management offers wealth management services, which include investment advisory and financial planning. Regency creates personalized investment portfolios based on a client's risk tolerance and financial goals. Financial planning services cover areas like taxes, retirement, and estate planning. Regency also provides retirement plan consulting services to select clients.
Assets Under Management$540M
Clients291
Advisors6
Avg. per Client$1.8M
Avg. per Advisor$90M
www.linkedin.com/company/regency-wealth-management ·www.facebook.com/regencywealthmanagementnj ·www.regencywealth.com
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$11,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.10% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Minimum annual fee of $11,000. Quarterly fee will not exceed 3% annualized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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