Royal Palm Investment Advisors offers investment management and financial planning services tailored to individual client needs. For investment management, they gather information about your financial situation and objectives to develop a suitable investment strategy, monitor your portfolio, and rebalance it as needed. They also offer financial planning services, which may include a written plan designed to help you achieve your financial goals. You are not obligated to act on their recommendations or implement the plan through them.
Assets Under Management$40M
Clients101
Advisors2
Avg. per Client$390K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
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 are negotiable for accounts over $500,001. Family accounts may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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