Regatta Capital Group provides personalized wealth management, investment management, and financial planning services to individuals, high-net-worth families, trusts, estates, and institutional clients. Regatta Capital Group builds diversified portfolios primarily using low-cost mutual funds and exchange-traded funds, alongside individual stocks and bonds tailored to each client's goals and risk tolerance. In addition to portfolio management, Regatta Capital Group offers comprehensive financial planning covering retirement, education savings, tax strategies, and estate planning document generation. The firm also advises on retirement plans for businesses and manages certain private investment funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.55% |
| $20.0M - $30.0M | 0.50% |
| $30.0M - $40.0M | 0.45% |
| $40.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable at the sole discretion of Regatta Capital Group. Institutional clients may be charged up to 0.10% on managed cash or cash equivalent positions.