Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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%.
Areas of Practice
Advisor Information
Office location
2687 44th Street Se, Kentwood, MI, 49512
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is the owner of Simon Financial Services, a DBA for insurance and financial services, since 1994. He dedicates about a quarter of his time to preparing quotes, plans, and proposals for life insurance.