IW
ChFC
IW
ChFC

Ian Alexandre Weinstein

25 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
218 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$330.7M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.50%

Regimen’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address, for purposes of determining a client’s Portfolio Value of assets.

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

3300 Riverwood Parkway, Suite 1030, Atlanta, GA, 30339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Regimen Wealth, LLC
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC.
April 2003 - August 2020 · 17 yrs 4 mos
Ameriprise Financial Services, LLCBroker
March 2000 - August 2020 · 20 yrs 5 mos
Ids Life Insurance CompanyBroker
March 2000 - July 2006 · 6 yrs 4 mos
State Registrations2 states
GATX
Advisor
Exams
No exam information available for this advisor.