How does Regatta Research & Money Management, LLC get paid?
Many investment advisers are commission-based or make money on transactions, which may create an incentive to increase turnover or even “churn” your portfolio. Not Regatta Research. Regatta is a fee-based financial planner and comprehensive wealth manager. Our fees are based on a percentage of clients’ assets under management, making our incentive to perform well directly aligned with our clients’. If you make more money, we make more money, and vice-versa. The annual percentage fee varies based on the underlying investments, strategy, account size, etc. Our fee structure and other expenses is detailed in Regatta’s Disclosure Document (Form ADV).
