Regal Oak Financial, LLC offers financial planning services covering various areas like retirement, investment, insurance, tax, and estate planning. Clients can choose a broad financial plan or focus on specific areas. The firm also provides portfolio management services, reviewing portfolios at least annually and recommending adjustments. Regal Oak Financial uses MoneyGuidePro software for financial planning.
Assets Under Management$56K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$56K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 0.80% |
| $250K - $500K | 0.60% |
| $500K+ | 0.40% |
Clients with less than $100,000 in financial assets can pay a flat fee of $75/month or $150/hour for advisory services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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