GR
CFP
GR
CFP

Glenn Royal

31 Years of Experience
Houston, TX

Glenn Royal is a CFP-designated registered investment advisor at Rhp Wealth Management, based in Houston, TX, with 31 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 211 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
211 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$344.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $7.5M1.00%
$7.5M - $10.0M0.85%
$10M+0.60%

RHP may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments. If held-away assets are managed through the Pontera platform, there is an additional 1% fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

12000 Aerospace Avenue, Suite 420, Houston, TX, 77034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rhp Wealth Management
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Pks Advisory Services, LLC
July 2019 - August 2019 · 1 mo
Purshe Kaplan Sterling InvestmentsBroker
June 2019 - April 2022 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - June 2019 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2013 - June 2019 · 6 yrs 2 mos
Morgan Stanley
June 2009 - May 2013 · 3 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2013 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
February 2005 - June 2009 · 4 yrs 4 mos
Citigroup Global Markets INC.
February 2005 - June 2009 · 4 yrs 4 mos
UBS Financial Services INC.
September 1999 - March 2005 · 5 yrs 6 mos
UBS Financial Services INC.Broker
September 1999 - March 2005 · 5 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1996 - September 1999 · 3 yrs 8 mos
Morgan Keegan & Company, INC.Broker
August 1995 - January 1996 · 5 mos
Alex. Brown & Sons IncorporatedBroker
October 1994 - May 1995 · 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Glenn Royal - Financial Advisor | TrueAdvisor