Regina Montrony is a registered investment advisor at Pentegra Investors, INC., based in White Plains, NY, with 21 years of industry experience. Regina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 272 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable depending on various factors including the type of services, the type of client, the size of an account, the relationship of the client to Pentegra Investors, the nature of the services to be performed, the number of related accounts being managed, the percentage of client holdings in fixed income assets and/or the length of time the account has been under management by Pentegra Investors.
Fee Estimator
Location
701 Westchester Avenue, Suite 320E, White Plains, NY, 10604-3805
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Pentegra Investors, INC.
Pentegra Distributors INC.Broker
Previous Registrations
Pentegra Investors, INC.
State Registrations8 states
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