Royal Palms Capital, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Royal Palms Capital (RPC) is an investment management firm offering customized investment supervisory and consulting services. RPC works with individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. RPC assists clients with investment management, financial planning, and consultation, advising on equities, bonds, mutual funds, and exchange traded funds.

Assets Under Management$100M
Clients75
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$100M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.38%
$250K - $1.0M1.20%
$1.0M - $4.0M1.00%
$4.0M - $10.0M0.75%
$10M+0.50%

For fixed income only portfolios, mutual funds only, and third-party separate manager accounts, the fee is negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm