Regal Advisory Services provides investment management and financial planning services. These services include financial planning and consulting, managing investment portfolios, and selecting other investment managers. Regal Advisory Services offers both discretionary and non-discretionary portfolio management. The firm recommends investment management programs offered through Osaic Wealth, SEI Investments Company, and independent investment managers.
Fee Structure
Regal Advisory Services' annual fee for managing your investments is negotiable, generally ranging from 0.50% to 2.00% of the market value of your investments. The specific fee depends on the type of investment management services provided. The fee is billed quarterly, either in advance or after the quarter ends, depending on the investment management program you choose. The firm may recommend investment management programs offered through Osaic Wealth, SEI Investments Company, and various independent investment managers.