Let's talk about what is important to you ... 

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.

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

 

Client Services include:
Asset Management
Education planning
Estate planning
Financial planning
Portfolio management
Retirement planning
Tax planning
Wealth management

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.