Regions Investment Management (RIM) provides model strategies and portfolio management to Regions Wealth Management, a business unit of Regions Bank, for use with its clients. RIM manages investments on a discretionary basis, meaning it can make trades without asking permission first. RIM's investment strategies include equity and bond portfolios. RIM is paid by Regions Bank, not directly by clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
RIM receives annual compensation in the form of revenue from Regions Bank by written agreement to provide research information to Regions Bank personnel, among other services. The fee schedule reflects the fees that RIM receives for its services to Regions Bank. The fees are paid to RIM quarterly, in arrears: Equity Model Strategies and Bond Model Strategies: 0.2% of assets under management