Regal Advisory Services offers investment advice and financial planning to individuals, high-net-worth individuals, corporations, retirement plans, and other entities. Regal's services include developing investment programs based on client goals and risk tolerance. They offer discretionary and non-discretionary investment management, along with financial planning services covering various topics like retirement, investments, and estate planning.
Fee Structure
Regal Advisory Services manages investments for a fee based on a percentage of the portfolio's value. The maximum annual fee is 2.0% of the assets they manage, but this fee may be negotiable. The fee is calculated annually and billed quarterly in advance. There are no adjustments for contributions or withdrawals during the quarter, except for certain programs offered through third-party sponsors.