Assets Under Management
$55.0M
Number of Clients
86
Number of Advisors
2
Average Client AUM
$639K
AUM per Advisor
$27.5M
Compensation
Fee-Only (AUM)
Regan Investments, Inc. (RII) offers discretionary and non-discretionary investment management services. They tailor accounts to clients and welcome restrictions. RII utilizes charting, fundamental, technical, cyclical and monetary analysis. Investment strategies encompass preservation or performance, determined by asset allocation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Larger accounts negotiable
1600 Utica Avenue South, #460, Minneapolis, MN, 55416