Assets Under Management
$330.7M
Number of Clients
218
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$82.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Regimen Wealth provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary basis, primarily using ETFs, but may also invest in other securities. They tailor services to individual client needs and objectives, considering risk tolerance, time horizon, and liquidity constraints.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Regimen’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address, for purposes of determining a client’s Portfolio Value of assets.
3300 Riverwood Parkway, Suite 1030, Atlanta, GA, 30339