EG
Eric Arthur Greschner
21 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
464 clients
Average Client Portfolio
$406K average
Assets Under Management
$188.5M
Fee Structure
Hourly Rate:$200 - $300/hr
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.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
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Advisor Information
Office location
6620 Riverside Dr, Suite 207, Metairie, LA, 70003
Get directionsRegulatory History (1)
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Customer Dispute
April 2014Settled
Other Business Activities
Eric is a member of The TOD Index, LLC, focused on real estate price index creation, dedicating minimal time. He is also a partner in Priority Funds, LLC, involved in analyzing and investing in private real estate investments, spending a few hours per week.
Employment History
Current Registrations
Regatta Research & Money Management L.L.C.
July 2004 - Present · 21 yrs 6 mos
State Registrations3 states
FLLATX
Advisor
Exams
No exam information available for this advisor.