Falcon Royal Investment Management offers ongoing portfolio management services to individuals and high-net-worth individuals. They create an Investment Policy Statement for each client to outline their financial situation and risk tolerance. Falcon Royal does not participate in wrap fee programs. Investment decisions are made with fiduciary duties in mind, aiming for fair allocation of investment opportunities.
Assets Under Management$3.1M
Clients9
Advisors1
Avg. per Client$350K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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