Register Financial Advisors provides investment management and financial planning services to individuals, corporations, pension plans, and other entities. They offer investment management through the Register Financial Investment Management program, retirement plan consulting, and access to wrap fee programs. Financial planning services include investment analysis, retirement planning, education funding analysis, and wealth preservation strategies. Register Financial may work with other professionals like attorneys and CPAs to provide comprehensive advice.
Assets Under Management$490M
Clients433
Advisors14
Avg. per Client$1.1M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for accounts above $2,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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