Royale Investment Advisor offers investment advice and manages investment portfolios for individuals and families. Royale also provides financial planning and consulting services covering areas like retirement, estate, tax, and education planning. As a legally required fiduciary, Royale is obligated to act in the client's best interest.
Assets Under Management$9M
Clients9
Advisors1
Avg. per Client$1M
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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