Assets Under Management
$18.7B
Number of Clients
Not reported
Number of Advisors
4
Average Client AUM
N/A
AUM per Advisor
$4.7B
Compensation
Fee-Only (AUM)
Regions Investment Management (RIM) provides model strategies and portfolio management to Regions Wealth Management, a business unit of Regions Bank. RIM manages assets on both a discretionary and non-discretionary basis. RIM does not bill Regions Bank or clients of Regions Bank, nor does it deduct fees from the accounts of clients of Regions Bank.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.20% |
RIM receives annual compensation from Regions Bank by written agreement to provide research information and other services. RIM's compensation is based upon a percentage of the assets managed according to RIM's strategies. RIM does not receive compensation for the sale of securities or other investment products.
1900 5th Avenue North, Sixth Floor, Birmingham, AL, 35203-2618