Financial
Let's talk about what is important to you ...
Please contact me for a 30-minute free consultation/personal financial advice via Zoom.
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
Amounts over $5,000,000: 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
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 free from potential conflicts of interest.
Investing in securities involves risk of loss that clients should be prepared to bear.
To find out more about financial planning and investment adivisory 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.
