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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 1,068 clients with $5.4B 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% |
Fees range from 0.25% to 1.50% of assets under management and vary from client to client. Fees are negotiable.
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.
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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
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
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