Royal American Financial Advisors provides investment advice through model portfolios using exchange-traded funds and mutual funds. They also offer financial planning services on an hourly basis or with ongoing monitoring. Clients have access to the Royal American eMoney program for financial data consolidation and budgeting. The firm also offers fixed and no-commission annuities through an affiliate.
Assets Under Management$99M
Clients225
Advisors2
Avg. per Client$440K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Annual Asset-Based Advisory Fee for Model Portfolios is 1.0%. The Annual Advisory Fee for total assets under management for no-commission annuities, fixed annuities, or fixed index annuities is 1.0%. All Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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