Brian Royal
Brian Royal is a registered investment advisor at Royal Wealth Management, based in Chesapeake, VA, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 124 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Royal Wealth Management reserves the right, in its sole discretion, to negotiate, reduce or waive the adviser fee for certain Client Accounts for any period of time determined solely by Royal Wealth Management. In addition, Royal Wealth Management, may reduce or waive its adviser fee for the Accounts of some Clients without notice to, or fee adjustment for, other Clients.
Fee Estimator
Location
Chesapeake, VA
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Regulatory History (1)
Regulatory
December 2012Other Business ActivitiesSells Insurance
Brian is a licensed insurance agent and Vice-President of Royal Wealth Insurance Agency Inc. Brian is also the President of Royal Wealth Tax Inc., a tax preparation service.
Employment History
Current Registrations
Royal Wealth Management
Previous Registrations
Strategic Transition Securities, LLCBroker
World Capital Advisors, LLC
World Capital Brokerage, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Stanford Group Company
Stanford Group CompanyBroker
Pacific West Securities, INC.Broker
Old Dominion Financial Advisors, LTD.
The O.N. Equity Sales CompanyBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 states
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.