Royce Wealth Management is a registered investment advisor located in Sacramento, California, offering discretionary and non-discretionary investment management and financial planning services. Royce Wealth Management operates on a fee-only basis, meaning they are legally required to act in your best interest and do not earn commissions from selling financial products. The firm builds customized investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, tailored to each client's risk tolerance and financial goals. In addition to portfolio management, Royce Wealth Management provides comprehensive financial planning covering personal finances, taxes, cash flow, insurance, estate planning, and retirement. The firm works primarily with individuals, trusts, estates, and business entities, and does not require a minimum account size to get started.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees may be negotiated under certain circumstances. Comprehensive plan reviews are included in the advisory fee for ongoing management clients.