Royal Treasure Advisory LLC (RTAL) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. RTAL creates an Investment Policy Statement for each client. RTAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), insurance products including annuities, equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$20K
Clients1
Advisors1
Avg. per Client$20K
Avg. per Advisor$20K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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