Regions Help & Support


What fees can I expect on my InvestPath portfolio?

Regions InvestPathTM account features a simple and affordable pricing schedule:

  • Minimum investment of $5,000* to open your account
  • Accounts with an asset value under $10,000 will be charged a Small Account Fee of $20 per year (paid $5 quarterly)
  • .70% of your account balance calculated annually. For example, an account valued at $10,000 would incur an annual fee of $70. The fee will be charged quarterly
  • Other service fees may apply based on your account registration and activity