Royal Road Wealth Partners offers financial planning on topics like cash flow, retirement, and risk management. They also provide portfolio management services and retirement plan services to government entities and employer groups. The firm conducts an initial interview to discuss your situation and goals, and will disclose any conflicts of interest. If you wish to engage the firm, you must execute an engagement agreement.
Fee Structure
Royal Road Wealth Partners requires a minimum of $100,000 of investable assets to manage your portfolio. The firm charges an annual fee based on the value of your portfolio, calculated monthly.
For equity/balanced portfolios:
- $0-$999,999: 1.20% per year
- $1,000,000-$1,999,999: 1.00% per year
- $2,000,000-$2,999,999: 0.80% per year
- $3,000,000-$4,999,999: 0.65% per year
- $5,000,000 and above: 0.50% per year
For fixed income only portfolios:
- $0-$499,999: 0.50% per year
- $500,000-$999,999: 0.475% per year
- $1,000,000-$2,999,999: 0.41% per year
- $3,000,000 and above: 0.35% per year
For digital assets, the fee is 0.60% per year, charged monthly. Clients also pay 1.00% per year to Digital Trust for custody and administrative services.