Regatta Research & Money Management L.L.C.
Assets Under Management
$188.5M
Number of Clients
464
Number of Advisors
6
Average Client AUM
$406K
AUM per Advisor
$31.4M
Compensation
Fee-Only (AUM)
About This Firm
Regatta Research & Money Management provides fee-only investment advisory services, including financial planning, asset allocation, and investment management. They create tailored asset allocations and diversified portfolios based on client risk profiles, financial goals, and other factors, utilizing various investment vehicles and strategies.
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
Location
6620 Riverside Drive, Suite 207, Metairie, LA, 70003