Royal Asset Managers, led by Michael Alexenko, manages investments for individuals. They build portfolios using index funds and exchange traded funds, tailored to each client's goals and risk tolerance. They also offer financial planning to help clients with retirement, savings, and budgeting. Investment consulting is available on an hourly basis for clients who manage their own accounts. Royal Asset Managers also provides advisory services to small businesses for retirement plans.
Assets Under Management$75M
Clients42
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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