Royal Palm Investment Advisors is a registered investment advisor based in Longwood, Florida, offering personalized portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm builds customized investment portfolios using fundamental and technical analysis, primarily recommending mutual funds and exchange-traded funds. Royal Palm Investment Advisors operates on a discretionary basis, meaning the firm makes buying and selling decisions on behalf of clients according to their agreed-upon investment objectives and risk tolerance. In addition to managing investments, Royal Palm Investment Advisors provides broad-based and modular financial planning services on an hourly basis. The firm tailors its strategies to each client's individual financial situation, liquidity needs, and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.75% |
Fees for accounts over $500,000 are negotiable. Household accounts may be combined to determine fee breakpoints.