Royal & Associates, led by David Royal, provides investment advisory services, primarily evaluating private securities investment opportunities. Royal also offers business affairs services and consulting, charging separate fees for these. Royal does not manage client accounts directly or execute trades. Before providing investment advice, Royal discusses clients' financial situations and goals. Clients must notify Royal of any changes to their financial situation or investment objectives.
Fee Structure
Royal & Associates charges for investment advisory services on a fee-only basis, either as a flat fee or at an hourly rate. David Royal's standard hourly rate is $865, but this may be adjusted. Flat fees are quoted based on the scope of work. Fees are subject to negotiation. Royal does not accept performance-based fees.