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Britt Morgan Joyce

Regatta Capital Group, LLC

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About Britt Morgan Joyce

Britt Joyce is a financial advisor and Investment Advisor Representative at Regatta Capital Group, LLC, located in El Segundo, CA. Britt holds the Chartered Financial Analyst designation. Britt works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, pooled investment vehicles and other clients. Britt's firm offers portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and coaching services.

Firm Information

Britt Joyce is currently registered with Regatta Capital Group, LLC. Regatta Capital Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, as well as coaching services. With over $1 billion in assets under management, Regatta Capital Group serves a variety of clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm's main office is located in El Segundo, California.
Regatta Capital Group, LLC

880 APOLLO ST.

EL SEGUNDO, CA 90245

$1.16B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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coaching services

Coaching services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Britt Joyce’s Registration & Firm History

CA

11/14/2016 - Present

Regatta Capital Group, LLC (EL SEGUNDO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Britt Morgan Joyce.
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