RA
RA

Royce Angel

16 Years of Experience
Greer, SC
1 DisclosureSells Insurance

Royce Angel is a registered investment advisor at Angelroyce Wealth Advisors, LLC, based in Greer, SC, with 16 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $2.0M1.35%
$2.0M - $3.0M1.25%
$3M+1.00%

Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

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

History

Regulatory History (1)
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Criminal
October 1975
Final Disposition
Other Business ActivitiesSells Insurance

Royce is an insurance agent, spending more than half of his time in this business since 2002. He also works as an instructor at Furman University, dedicating minimal time to this role.

Employment History
Current Registrations
Angelroyce Wealth Advisors, LLC
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Change Path LLC
April 2018 - August 2019 · 1 yr 4 mos
Gradient Advisors, LLC
August 2010 - October 2011 · 1 yr 2 mos
Gradient Investments, LLC
July 2009 - July 2010 · 1 yr
State Registrations1 state
SC
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.