Regents Wealth Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are negotiable at the firm's discretion based on account size, anticipated level of service, and overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Regents Wealth Management, LLC - Fees, AUM & Advisors | TrueAdvisor