Regatta's management fees are negotiable and range from 0.25% to 2% annually, based on assets under management. Fees are billed quarterly in advance. Financial planning fees range from $200 to $300 per hour, depending on complexity, and are due upon completion of the plan. There is no minimum financial planning fee. Clients may also incur fees charged by third-party managers and custodians.
6620 Riverside Dr, Ste 207, Suite 257, Metairie, LA, 70003
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