Regents Wealth Management is an investment advisory firm focused on helping clients build sustainable retirement income and manage their portfolios. The firm primarily specializes in retirement income planning, analyzing spending needs, Social Security timing, and tax-aware withdrawal strategies. Regents Wealth Management provides investment advice using mutual funds and exchange-traded funds, operating on a non-discrepancy basis, which means clients always retain final decision-making authority over every trade. Financial planning is also offered, covering asset allocation, risk tolerance, and retirement accumulation. The firm is wholly owned by Richard Kamp, who also operates a separate insurance business where he may recommend insurance products like annuities outside of the advisory relationship.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable at the firm's discretion based on account size, anticipated level of service, and overall relationship.