Regency Financial Group, led by Vahick A. Yedgarian, offers asset management, net worth analysis, tax planning, retirement planning, disability planning, estate planning, college planning, investment analysis, and comprehensive financial planning. Regency Financial Group works with clients to define their financial goals and develop a plan to achieve them, including selecting appropriate fund managers and coordinating with other professionals like CPAs and estate lawyers. Regency Financial Group monitors the plan's success and makes ongoing refinements.
Assets Under Management$37M
Clients148
Advisors1
Avg. per Client$250K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees are negotiable. Some existing clients have negotiated free investment management services for IRA/SEP accounts or small accounts of their children.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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