REG Capital Advisors offers portfolio management services to individuals, IRAs, corporations, and charities. Before starting, they discuss your investment goals and risk tolerance to determine if their investment strategy suits your needs. If you grant them authority, they can make trades without asking you first. You can end the agreement anytime with written notice and will only be charged for the days they managed your account.
Assets Under Management$2.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Although the firm generally charges 2% per annum, the advisory fee is negotiable, may be charged at a reduced rate or may not be charged depending on individual client circumstances. Some accounts are also charged a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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