Royce Medlin is a CFA-designated registered investment advisor at True North Advisors, LLC, based in Dallas, TX, with 23 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
3131 Turtle Creek, Suite 1300, Dallas, TX, 75219
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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
True North Advisors, LLC
Previous Registrations
Clear Rock Advisors, LLC
Lazard Asset Management Securities LLCBroker
Lazard Asset Management LLC
Smith Group Asset Management
Belmont Asset Management
Belmont Asset Management, INC.Broker
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.