Regent Wealth Management provides investment management and advice to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. Regent works with clients to determine their financial goals, time horizon, and risk tolerance. Regent may assist clients with planning for retirement, education, estate, and taxes at no additional charge, and will work with a client's other advisors to help them achieve their goals.
Assets Under Management$69M
Clients93
Advisors4
Avg. per Client$750K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.75% |
| $300K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees may be adjusted based on account complexity or waived/reduced at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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