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Disclaimer
Please note that 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 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 if 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
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
Vahick A. Yedgarian ~ I am a fee-only Registered Investment Advisor (RIA), Independent Fiduciary Financial Advisor, Certified Financial Planner (CFP®), Investment/Portfolio Manager, wealth 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.
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.
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 their financial life, including asset management, financial planning, portfolio management, risk management, business management consulting, wealth management, and estate tax planning.
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.
