Assets Under Management
$2.4B
Number of Clients
7,859
Number of Advisors
107
Average Client AUM
$311K
AUM per Advisor
$22.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Regal Investment Advisors offers wrap fee investment advisory services through the Advisor Choice Program. They manage client accounts for a single fee covering portfolio management, custodial, and administrative services. Fees are negotiated on a client-by-client basis, with maximum allowable fees disclosed.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees are negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis.
2687 44th Street Se, Kentwood, MI, 49512