Oliver Regan Advisors provides investment advice to individuals and charitable organizations. Services include creating and managing investment portfolios with stocks, bonds, ETFs, options, and mutual funds, as well as financial planning and consulting. Financial planning covers investment, retirement, estate, charitable, education, and tax planning, along with mortgage/debt and insurance analysis.
Assets Under Management$8.8M
Clients3
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$8.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm may also bill at an hourly rate of $750 and on a flat fee basis ranging from $1,000 to $25,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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