Regatta Financial LLC provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning includes full financial plans and consultation services covering various topics like retirement, risk management, and estate planning. Regatta's services are designed to help clients achieve their financial goals through personalized advice and ongoing management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).