William Royea is a registered investment advisor at Lpr Capital, INC., based in Pasadena, CA, with 10 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 56 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPR Capital's fees for managing your investments are a percentage of the account's market value. For accounts where LPR Capital makes the investment decisions, the fee typically ranges from 1% to 2% per year, but it may be negotiable. For accounts where you make the investment decisions, the fee typically ranges from 0% to 1% per year, but it may be negotiable. The fee covers tasks such as managing transactions, research for estate and tax matters, and coordination with legal and accounting representatives.
Location
180 South Lake Avenue, Suite 520, Pasadena, CA, 91101-4766
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the President of Next Dimension Technologies, Inc. (NDT), a non-investment related business that develops clinical diagnostics, and spends a few hours per week managing the business.
Employment History
Current Registrations
Lpr Capital, INC.
State Registrations1 state
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