Individuals, Trusts, and Estates
Financial advisors can be compensated through commissions, a combination of fees and commissions, or fee-only. RegentAtlantic is a fee-only Registered Investment Advisor (RIA). Our only source of compensation is the fee our clients pay us.
Almost all RegentAtlantic clients come to us for wealth management services. This includes broad-based financial planning and investment management.
For wealth management services, our annual fee is subject to a $10,000/year minimum, regardless of the assets under management. For assets above $1,000,000, the fee is:
- 1.00% of portfolio assets under management up to $5,000,000; plus
- 0.75% of portfolio assets between $5,000,000 and $8,000,000; plus
- 0.50% of portfolio assets between $8,000,000 and $10,000,000; plus
- 0.25% of portfolio assets over $10,000,000.
Some clients work with us on a project basis. Our project fees vary according to the requirements of the project and are subject to a $5,000 minimum. If a client decides to sign on for wealth management services within 12 months after the end of the project, we’ll apply 50% of the project fee to the annual wealth management fee.
Foundations and Endowments
For foundations and endowments, our minimum fee is $5,000/year, regardless of the assets under management. For assets above $667,000, our annual fee is:
- 0.75% of portfolio assets under management up to $5,000,000; plus
- 0.50% of portfolio assets between $5,000,000 and $10,000,000; plus
- 0.25% of portfolio assets over $10,000,000.
