Regency's annual fees for investment supervisory services range from 0.60% to 1.20% of assets under management. A minimum of $250,000 is required for investment supervisory services and "other" non-continuous portfolio management service. There is a minimum of $1,000,000 of assets under management for retirement plans. Financial planning fees are either hourly ($200 to $300 per hour) or fixed and may be negotiated. Fees may be waived if approved by management.
1312 W Herndon, Suite 101, Fresno, CA, 93711
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