Regimen Wealth offers personalized financial planning and discretionary investment management services to individuals and high-net-worth clients. Regimen focuses on creating long-term financial plans that cover core topics like net worth analysis, cash flow, retirement planning, and risk management, along with discretionary topics such as tax strategies, estate planning, and executive compensation. Investment management is tailored to each client's specific goals, risk tolerance, and tax considerations, primarily utilizing exchange-traded funds, mutual funds, equities, fixed income, and other securities. Clients maintain ownership of their accounts at a qualified custodian while granting Regimen the authority to manage investments without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Clients maintaining $3,250,000 or more in billable managed assets have the option to receive complimentary financial planning services at no additional charge.