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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Regimen’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address, for purposes of determining a client’s Portfolio Value of assets. Regimen Wealth can negotiate a fee rate that differs from the range set forth above for certain client holdings.
Fee Estimator
Regimen Wealth charges fixed fees for financial planning and consulting, ranging from $3,000 to $100,000 depending on scope and complexity. Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Clients with $3,250,000 or more in assets under management have the option to receive Wealth Management services which will include comprehensive financial planning, while those with less will pay a separate fee for financial planning and consulting services. Fees are prorated and charged monthly in advance. They may negotiate lower fees based on certain criteria.
Areas of Practice
Advisor Information
Office location
3300 Riverwood Parkway, Suite 1030, Atlanta, GA, 30339
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