AngelRoyce Wealth Advisors provides investment management and financial planning services primarily to individuals, trusts, estates, and corporations. AngelRoyce Wealth Advisors works with third-party asset managers to offer ongoing portfolio management tailored to each client's goals and risk tolerance. In addition to investment management, AngelRoyce Wealth Advisors offers financial planning covering taxes, estate plans, wills, investments, and insurance. The firm also provides advice on pension distribution options and retirement planning. Founder and owner Royce Neal Angel Jr. operates on a fee-based model and does not sell commissioned investment products directly through the firm, though he maintains an affiliated business for insurance sales.
Fee Structure
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% |
Fees are negotiable. Accounts within the same household may be combined for a reduced fee.