Regal Advisory Services, INC.
Assets Under Management
$2.3M
Number of Clients
10
Number of Advisors
5
Average Client AUM
$226K
AUM per Advisor
$452K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Regal Advisory Services, Inc. offers a range of investment advisory services, including financial planning, discretionary and non-discretionary portfolio management, and selection of other advisers. They provide services through investment management programs tailored to individual client needs.
Fee Structure
Regal Advisory Services charges fixed fees ($1,000.00 to $15,000.00) or hourly fees ($175.00 to $350.00) for financial planning/consulting services, depending on complexity. Portfolio management fees are negotiable, generally ranging from 0.50% to 2.00% of assets under management, depending on the program. Fees are billed quarterly in arrears or advance depending on the investment management program.
Areas of Practice
Location
5959 Topanga Canyon Blvd., Suite 180, Woodland Hills, CA, 91367