Regista Financial Strategies (RFS) provides investment management and financial planning services to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations. RFS develops investment strategies based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. RFS may recommend outside managers and Betterment for Advisors.
Assets Under Management$5.8M
Clients29
Advisors2
Avg. per Client$200K
Avg. per Advisor$2.9M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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