Regan Duperon is a registered investment advisor at Dbs Investment Advisers, LLC, based in Bay City, MI. Regan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 591 clients with $280M 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 $1000K | 1.25% |
| $1.0M - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable. Discounted fee schedule available to members of the Michigan Dental Association (MDA): $0 - $3,500,000: 0.90%, $3,500,001 - $5,000,000: 0.80%, $5,000,001 - $10,000,000: 0.70%, $10,000,001 - $20,000,000: 0.60%, Over $20,000,001: 0.50%
Fee Estimator
Location
1484 Straits Drive, Suite 6, Bay City, MI, 48706
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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
Dbs Investment Advisers, LLC
State Registrations1 state
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