Regents Partners, LLC (RPL) provides ongoing portfolio management services based on each client's individual goals, risk tolerance, and time horizon. RPL creates a plan to help select a portfolio that matches each client's specific situation. RPL primarily recommends market index with a customized protected feature. RPL also provides investment advisory services to private funds.
Assets Under Management$170M
Clients405
Advisors3
Avg. per Client$410K
Avg. per Advisor$55M
www.regentsparkadvisors.com ·www.linkedin.com/company/regents-park-advisors ·www.youtube.com/@regents-park
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. For clients in private funds, Regents Partners, LLC charges an annual management fee of 2% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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