Royce Itschner is a CFP, PFS-designated registered investment advisor at True North Advisors, LLC, based in Kerrville, TX, with 26 years of industry experience. Royce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 921 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee may vary from client to client and may be reduced for clients who have multiple family members' portfolios under True North's management.
Fee Estimator
Location
200 Earl Garrett Street, Suite 202, Kerrville, TX, 78028
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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 →Other Business Activities
Royce works part-time for Massey, Itschner and Co. P.C., a full-service CPA firm, since 1995. This takes about 10-20% of his time, with a few hours per week spent during securities trading hours.
Employment History
Current Registrations
True North Advisors, LLC
Previous Registrations
Clear Rock Advisors, LLC
Massey Itschner & Company, P.C.
State Registrations1 state
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