Michael Sellitto

Royal Road Wealth Partners requires a minimum of $100,000 of investable assets to manage your portfolio. The firm charges an annual fee based on the value of your portfolio, calculated monthly.

For equity/balanced portfolios:

• $0-$999,999: 1.20% per year
• $1,000,000-$1,999,999: 1.00% per year
• $2,000,000-$2,999,999: 0.80% per year
• $3,000,000-$4,999,999: 0.65% per year
• $5,000,000 and above: 0.50% per year

For fixed income only portfolios:

• $0-$499,999: 0.50% per year
• $500,000-$999,999: 0.475% per year
• $1,000,000-$2,999,999: 0.41% per year
• $3,000,000 and above: 0.35% per year

For digital assets, the fee is 0.60% per year, charged monthly. Clients also pay 1.00% per year to Digital Trust for custody and administrative services.