AngelRoyce Wealth Advisors offers investment management through third-party asset managers and financial planning services. Financial planning includes reviewing wills, estate plans, investments, taxes, and insurance. AngelRoyce also provides advice on pension distributions. The firm does not act as a custodian of client assets. The president of AngelRoyce has an affiliated business, AngelRoyce Wealth Preserve, that sells insurance products.
Assets Under Management$0
Clients5
Advisors1
Avg. per Client$0
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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