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REGENCY FINANCIAL GROUP (RFG) is a Registered Investment Advisor (IRA) with the California Department of Financial Protection and Innovation (DFPI) under the Corporate Securities Law and the California Administrative Code.
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.
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.
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
Accounts $10,000,000 plus ($1 to $10,000,000 plus): 0.01250% per month, 0.15% annualized
The fees are negotiable. Fees are paid monthly in arrears and are automatically debited from your account at Charles Schwab based on the Account valuation as of the end of each month. 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.
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.
RFG’s founder Vahick A. Yedgarian, Ph.D., MFE, MBA, JD, CFP®, has been providing advisory services through other firms since 1995. The registration status for the firm-RFG’s investment advisory license was approved on 1/1/1995-Withdrew: 2/16/2003. Approved: 6/6/2006.
Vahick A. Yedgarian, Ph.D., MFE, MBA, JD, CFP®
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.
I have been providing advisory services since January 1, 1995, until the license was surrendered on February 16, 2003, to provide services through 1st Global. I re-registered and was approved on June 6, 2006.
Vahick Yedgarian uses the Custodian and Brokerage services provided by Charles Schwab & Co., Inc. Member SIPC (Custodian) for his clients’ accounts.
Vahick A. Yedgarian - Owner
Business Background:
Regency Financial Group, April 1991 to Present
Investment Advisory Background, 01/95 to Present
Registered Investment Advisor, June 6, 2006, to Present
1st Global Advisors Inc., Investment Advisor Representative, 11/2004 – 04/2006
Mony Securities Corp., Investment Advisor Representative, 12/2003 – 10/2004
Trusted Securities Advisors Corp., Investment Advisor Representative, 12/2002 – 12/2003
Grattan Financial Securities, Inc., Investment Advisor Representative, 04/1999 – 07/2002
Royal Alliance Associates, Inc., Investment Advisor Representative, 09/1994 – 03/1999
G. R. Phelps & Co., Inc., Investment Advisor Representative, 04/1992 – 09/1994
The United Kingdom, Various Financial Institutions, 1980 - 1991
Accreditations:
Certified Financial Planner - CFP®
Personal Financial Planning - PFP
Juris Doctor - J.D.
Master of Business Administration - MBA
Master of Financial Economics - MFE
Ph.D. in Business Administration with 18 credits in finance
