Royal Wealth Management

Overview

Royal Wealth Management is an independent, individual-owned registered investment adviser serving primarily individual and family clients. The firm blends fee-based financial planning with portfolio management for individuals and small businesses, and supplements its advisory work with educational seminars, market-timing services, publications and periodic pension consulting. Its fee menu is broad—percentage of AUM, hourly, subscription, fixed and performance-based arrangements—which supports flexible client engagements ranging from ongoing discretionary management to periodic or project-based planning. Investment activity centers on equity exposure as the core allocation, with a sizable portion managed in liquid, exchange-traded instruments. The firm also sources capital into private placements and real assets through third-party managers and uses annuities and mutual funds where appropriate. Royal Wealth Management does not characterize itself as an active ESG investor and reports a single-state adviser footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices