Reges Wealth Management is a registered investment advisor founded in May 2026 and located in Potomac, Maryland. Reges Wealth Management offers customized wealth management services that combine discretionary portfolio management with comprehensive financial planning. When managing investment portfolios, Reges Wealth Management constructs strategies primarily using low-cost mutual funds, exchange-traded funds, and individual securities tailored to each client's specific goals, risk tolerance, and time horizon. Financial planning services cover areas such as retirement planning, personal savings, and education funding, and are included at no additional cost when clients engage Reges Wealth Management for wealth management. For clients with smaller balances, Reges Wealth Management charges a flat monthly fee, while larger portfolios are charged an annual percentage fee based on the value of assets under management. Reges Wealth Management also offers standalone financial planning and educational workshops. Reges Wealth Management acts as a fiduciary, legally required to put client interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | Included |
| $25K - $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K+ | 0.75% |
Accounts under $25,000 are charged a flat fee of $15 per month. Fees are negotiable at the sole discretion of Reges Wealth Management.