Regency Wealth Management's Form ADV discloses 1.10% on the first $2.5 million, 0.75% on the next $2.5 million, and 0.35% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #131208), Regency Wealth Management is subject to fiduciary duty under federal law.
Regency Wealth Management is headquartered in RAMSEY, NJ.
Regency Wealth Management serves 184 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, Regency Wealth Management offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Regency Wealth Management manages $643 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, Regency Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓