Royal Oak Financial Advisors provides investment advisory services, including portfolio management and financial planning. They evaluate clients' financial situations, goals, and risk tolerance to tailor financial plans and investment advice. Their advice covers retirement, education, estate, tax, and social security planning. They also offer retirement plan monitoring services.
Assets Under Management$370M
Clients765
Advisors7
Avg. per Client$480K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.25% |
Management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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