Regimen Wealth, LLC
Assets Under Management
$330.7M
Number of Clients
218
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$82.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Regimen Wealth provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary basis, primarily using ETFs, but may also invest in other securities. They tailor services to individual client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Regimen’s policy is to include all related client accounts, specifically the accounts of direct family members sharing the same residence address, for purposes of determining a client’s Portfolio Value of assets. Regimen Wealth can negotiate a fee rate that differs from the range set forth above for certain client holdings.
Fee Estimator
Regimen Wealth charges fixed fees for financial planning and consulting, ranging from $3,000 to $100,000 depending on scope and complexity. Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Clients with $3,250,000 or more in assets under management have the option to receive Wealth Management services which will include comprehensive financial planning, while those with less will pay a separate fee for financial planning and consulting services. Fees are prorated and charged monthly in advance. They may negotiate lower fees based on certain criteria.
Areas of Practice
Location
3300 Riverwood Parkway, Suite 1030, Atlanta, GA, 30339