RegentAtlantic Review


Trust Score 88%
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RegentAtlantic, federally registered in 1982, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 24 advisors. RegentAtlantic manages $4 billion and provides investment advisory services for 2,808 clients (1:117 advisor/client ratio).

Annual wealth management fees range from 0.25% to 1.00% of a client’s assets under management and are subject to a financial planning fee.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 117 clients (industry average 1:50)
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Annual wealth management fees range from 0.25% to 1.00% of a client’s assets under management and are subject to a financial planning fee.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $1,341,309
Hybrid Advisor No
Disciplinary History No
Total AUM $4 billion
Advisor / Client Ratio 1:117
Headquarters 1200 Mount Kemble Ave Morristown, NJ 07960
SEC Filings Forms and Brochures


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