Regimen Wealth provides financial planning, consulting, and investment management services to individuals, high net worth individuals, corporations, and profit-sharing plans. Financial planning covers cash flow, goal planning, estate, retirement, tax, education, and debt management. Investment management is discretionary and uses ETFs, mutual funds, bonds, REITs, annuities, insurance products, and independent investment managers. Regimen Wealth tailors its services to each client's needs.
Assets Under Management$370M
Clients216
Advisors5
Avg. per Client$1.7M
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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