Jonathon Bell is a registered investment advisor at Royalty Wealth Management, INC., based in Chicago, IL, with 19 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 13 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable. There is also a $1200 annual base fee.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Royalty Wealth Management, INC.
Previous Registrations
Rudis Capital Management, INC.
Saxony Capital Management, LLC
Rothschild Investment Corporation
Lasalle Financial Services, INC.
State Registrations2 states
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