Royal Capital Wealth Management (RCWM) has been in business since 2018, with its principals having over 30 years of experience in the financial services industry. RCWM offers asset management services on a discretionary basis, tailoring advisory services to each client's specific needs. RCWM also offers retirement plan investment advisory consulting services to assist plan fiduciaries in meeting their responsibilities.
Assets Under Management$190M
Clients64
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable, and some accounts may pay fees lower than the stated fee range.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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