| 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. Some clients may receive more favorable pricing structures than others. These are the maximum allowable fees.
Regal charges an annual wrap fee based on the market value of your assets under management. The fee is negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis. Some clients may receive more favorable pricing structures than others. The maximum allowable program fees are: $0 - $500,000: 2.50%, $500,001 - $1,000,000: 2.25%, $1,000,001+: 2.00%.
2687 44th Street Se, Kentwood, MI, 49512
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Learn about disclosures →Anthony is the owner of Thornton Wealth Management, an LLC for securities business, spending nearly full-time hours on it. He is also a licensed insurance agent, dedicating about a quarter of his time to this activity, and owns Steve Thornton Airbnb house rentals, spending a few hours per week on it.