Royal Wealth Management offers investment advisory services using strategic and tactical investment management. They manage client assets with the goal of maximizing long-term, risk-adjusted returns after taxes and fees. Services include taxable accounts, health savings accounts, individual retirement accounts, college savings accounts, and retirement plan accounts. They also offer goals-based planning tools to explore potential financial scenarios. Royal Wealth Management may also act as a subadviser to other advisors. They also offer a Market Timing Subscription via a newsletter and client portal.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Royal Wealth Management reserves the right, in its sole discretion, to negotiate, reduce or waive the adviser fee for certain Client Accounts for any period of time determined solely by Royal Wealth Management. In addition, Royal Wealth Management, may reduce or waive its adviser fee for the Accounts of some Clients without notice to, or fee adjustment for, other Clients.