Claude Royal is a registered investment advisor at Royal Wealth Management, based in Chesapeake, VA, with 17 years of industry experience. Claude 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
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Royal Wealth Management
Previous Registrations
Royal Wealth Management
Wealthdrive Advisory LLC
Royal Wealth Management
Ace Capital, INC.
Ace Capital
State Registrations1 state
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