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"Superior Planning Brings the Future into the Present."… Mike Vance

The best way to contact me is

Call me at 818-330-9610

or

email me at This email address is being protected from spambots. You need JavaScript enabled to view it.

Disclaimer

Please note, the material located on our site is for informational purposes only, is general in nature, and is not intended to and should not be relied upon or construed as an investment advice, legal opinion, legal advice, medical, and/or tax advice regarding any specific issue or factual circumstance.  Nor is this information intended to create, and receipt of it does not create, an investment advisor-client relationship between you and the firm. Therefore, you should consult an expert in the event you want investment, legal, medical, and/or tax advice.

Regency Financial Group
2855 Piedmont Ave.
La Crescenta, CA 91214
Tel: (818) 330 9610
Fax: (818) 369 7246
This email address is being protected from spambots. You need JavaScript enabled to view it.

 I don't sell; I serve - Vahick A. Yedgarian

Here are my fees:

Asset Management

Assets under management Annual fee (as % of your portfolio)

Less than $5,000,000: 0.02083% per month, 0.25% annualized

$5,000,000 or more:  0.01666% per month, 0.20% annualized

The fee is automatically debited from your account at Charles Schwab based on the Account valuation as of the end of each month preceding the one being billed. For more information, please see ADV Part 2

Financial Plan

The cost of a one-time financial plan can vary based on the specifics of each individual's situation. Half of the fee is payable upon signing of this Agreement and the balance upon delivery of the written Plan. Please see ADV Part 2

Financial Advice

I also offer financial advisory services at an hourly rate of \$600.00. Please see ADV Part 2

100% Objectivity

Vahick A. Yedgarian ~ I am a fee-only Registered Investment Advisor (RIA), Independent Fiduciary Financial Advisor, Certified Financial Planner (CFP®), Investment/Portfolio Manager, and lecturer.

I create financial plans and strategies for individuals, families, and businesses. Together we will align your goals and establish your priorities - a consultative approach and deeply personal when there is more complexity.

If you are not looking for outperformance but looking beyond traditional planning and investment management, it is possible to create your estate and financial plan to help you maximize your potential for meeting life goals through financial advice when the specifics are clear and well-understood. This requires knowing the details of your income, assets, liabilities, what you are spending, what you are investing/saving, and your plans for your estate. These are the foundations of a sound estate and financial plan, a “breadth of services beyond investing."

I practice as a fee-only fiduciary advisor and Registered Investment Advisor (RIA) with a fiduciary duty to act in my clients' best interests. I DON'T SELL; I SERVE.

REGENCY FINANCIAL GROUP (RFG) receives no commissions, rebates, or any form of compensation from banks, brokerage firms, mutual fund families, partnerships, or insurance companies — our only compensation is from our clients. As a result, our advice to you is 100% objective and free from the conflicts of interest inherent in the wealth management solutions provided by some brokerage firms, banks, insurance companies, and other financial institutions.

WEALTH gives you the freedom and security to provide for your family and to pursue a fulfilling life.  Professional services such as asset management, advisory, consulting, and wealth management may assist you in attaining that wealth. 

REGENCY FINANCIAL GROUP (RFG) is a Registered Investment Advisory firm established in 1995 which provides financial planning, investment advisory, and wealth management services.  RFG assists clients in every aspect of their financial life, including asset management, financial planning, portfolio management, risk management, business management consulting, wealth management, state, federal, and estate tax planning.

As a RFG client, you benefit from our dedication to personal attention – even with issues beyond your portfolio.  Our commitment to providing broad-based financial services is based on the premise of meeting all of your financial, investment, and tax planning needs.

RFG’s investment advisory, asset management, financial planning, portfolio management, and wealth management services are available to individuals, families, trusts, estates, endowments, charitable organizations, corporations, and retirement/profit-sharing plans.  RFG charges a fixed annual fee of 0.25% to 0.20% as a percentage of assets under management when managing client assets and investment portfolios at qualified custodians.  The fee is based on the Account valuation as of the end of each month preceding the one being billed.  RFG may waive or reduce the advisory fee at its discretion.  

Investing in securities involves risk of loss that clients should be prepared to bear.

Past performance does not guarantee future results.  The value of your investment may stay unchanged, increase, decrease, or result in a total loss of your investment.

All investments involve risks, including the possible loss of principal. Investments in foreign securities involve special risks, including currency fluctuations, economic instability, and political developments. Investments in emerging markets, of which frontier markets are a subset, involve heightened risks related to the same factors, in addition to those associated with these markets’ smaller size, lesser liquidity and lack of established legal, political, business and social frameworks to support securities markets. Because these frameworks are typically even less developed in frontier markets, as well as various factors, including the increased potential for extreme price volatility, illiquidity, trade barriers, and exchange controls, the risks associated with emerging markets are magnified in frontier markets. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions.

Regency Financial Group is a Registered Investment Advisor with the California Department of Business Oversight under the Corporate Securities Law and the California Administrative Code.  A copy of Regency Financial Group’s current written disclosure brochure (Form ADV Part II) discussing RFG’s business operations, services, and fees is available from Regency Financial Group upon written request.

Custodian and brokerage services provided by Charles Schwab & Co., Inc. Member SIPC

To find out more about services offered through RFG, contact us at (818) 330-9610 or email This email address is being protected from spambots. You need JavaScript enabled to view it.