Royal Oak Financial Advisors, LLC

Overview

Royal Oak Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owned by an individual and serves both individuals/families and institutional clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of percentage-of-AUM and fixed fees. Royal Oak reports no active ESG investing program and is not identified as a capital allocator to third-party private managers. The firm has an industry affiliation with an insurance company.

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Location & Offices