Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
17425 Jefferson Hwy, Ste C, Baton Rouge, LA, 70817
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 Activities
Douglas owns Lindsey's Amusements, which offers party accessories, since 2007, and Z-Sports (sporting goods) since 2012. Each business takes about a quarter of Douglas's time.