Regan Investments, INC.
Assets Under Management
$55.0M
Number of Clients
86
Number of Advisors
2
Average Client AUM
$639K
AUM per Advisor
$27.5M
Compensation
Fee-Only (AUM)
About This Firm
Regan Investments, Inc. (RII) offers discretionary and limited non-discretionary investment management services. They tailor accounts to clients and welcome restrictions. RII utilizes charting, fundamental, technical, cyclical, and monetary analysis. Their strategies encompass preservation or performance, determined by asset allocation.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees negotiable for larger accounts.
Fee Estimator
The annual fee for individuals is based on a percentage of assets under management. The fee is 1.50% on the first $500,000, 1.00% on the next $1,500,000, 0.75% on the next $3,000,000, and 0.50% on amounts over $5,000,000. Fees are negotiable for larger accounts. Clients may also incur brokerage commissions and/or mutual fund fees, and broker custodian fees. Fees are billed quarterly in advance and may not be refunded in the event of partial or full withdrawal.
Areas of Practice
Location
1600 Utica Avenue South, #460, Minneapolis, MN, 55416