Royal Financial Investment Group provides investment management services to clients, focusing on stocks, bonds, ETFs, mutual funds, and municipal securities. Royal Financial tailors its advice to each client's investment objectives, risk tolerance, and income needs. The firm maintains semi-annual contact with clients to ensure the portfolio remains suitable. Royal Financial exercises discretionary authority over client investments, requiring Interactive Brokers to be the custodian.
Assets Under Management$6M
Clients50
Advisors1
Avg. per Client$120K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable. $10,000 minimum account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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