Regan Financial Group offers investment management and financial planning services to help clients achieve their financial goals. As a fiduciary, Regan Financial Group is legally required to act in the client's best interest. Services include comprehensive portfolio management, financial planning, and consulting. Regan Financial Group also refers clients to third-party advisors.
Assets Under Management$420K
Clients11
Advisors1
Avg. per Client$38K
Avg. per Advisor$420K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Regan Financial Group offers Comprehensive Portfolio Management services. The maximum annual fee charged for managing your investments is 1.50%. The exact fee will be outlined in your advisory agreement. Fees are calculated monthly, in advance, based on the value of your account on the last day of the previous month. Fees are negotiable.
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