Regatta Research & Money Management provides financial planning, asset allocation, and investment management services. Regatta creates custom investment strategies and manages portfolios based on individual client needs and goals. Regatta may use individual equities, bonds, mutual funds, ETFs, annuities, private placements, and third-party money managers. Regatta does not offer tax, accounting, estate planning, insurance or legal advice.
Assets Under Management$190M
Clients464
Advisors6
Avg. per Client$410K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Regatta Research & Money Management's investment management fees are negotiable and applied to all assets under management. Fees are due and payable in advance on the first day of each calendar quarter. Fees range from 0.25% to 2% annually, charged quarterly.
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