Regent Peak Wealth Advisors provides investment advice and financial planning to individuals and businesses. They offer discretionary portfolio management, where they make investment decisions for you. They also offer financial planning services, ranging from broad plans to single-subject consultations. Regent Peak may recommend third-party money managers and also offers pension consulting and family office services.
Fee Structure
Regent Peak Wealth Advisors charges a percentage of the assets they manage for you. The annual fee schedule is tiered, meaning the percentage decreases as the amount of assets increases. The fee is calculated monthly, in advance, based on the market value of your assets on the last business day of the previous month. The management fee is negotiable at Regent Peak's discretion.