Royalty Wealth Management provides investment advice, account monitoring, and trade execution. They analyze clients' financial situations, investment objectives, and risk tolerance to create suitable portfolios. Royalty Wealth may use third-party service providers for tax and estate planning assistance. They also offer 401(k) managed accounts and may recommend third-party asset managers.
Assets Under Management$15M
Clients13
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable. There is also a $1200 annual base fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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