Reigate Investors LLC

Fee-Only (% of Portfolio)

Reigate Investors LLC is a registered investment advisor managing client investment portfolios to help them meet their financial goals. They primarily invest in US-listed equities, but are not limited in the instruments, markets, or countries they may invest in. Reigate exercises discretionary authority over client investments, managing accounts without prior consultation after establishing investment objectives and asset allocation.

Assets Under Management$18M
Clients11
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$18M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Reigate Investors charges an annual fee of up to 2.00% of the value of your portfolio. This fee is billed quarterly. For certain clients, there may also be an additional annual performance fee equal to 20% of the client's mark-to-market performance, subject to a loss carry-forward provision.

Loading...
Location

1 Advisors at this firm

Reigate Investors LLC | TrueAdvisor