Royal Wealth Management

RIASEC Registered

Total AUM

$36.5M

Discretionary

$19.5M

53% of AUM

Avg account

$167K

Accounts

218

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 147636
Website: www.royal-wealth.com
Custodians: CHARLES SCHWAB & CO., INC., PAYCHEX SECURITIES CORPORATION, GOLDMAN SACHS CUSTODY SOLUTIONS, PROFUNDS DISTRIBUTORS, INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: Individuals51.43%
HNWI37.04%
Pension & Profit Sharing Plans11.54%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Royal Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm targets individual and family clients and combines ongoing portfolio management with financial planning and client education. Its listed advisory activities include portfolio management for individuals and small businesses, financial planning, pension consulting services, publication of periodicals/newsletters, market-timing services, and educational seminars or workshops. Fee arrangements are flexible: the firm uses asset-based fees as well as hourly, subscription, fixed and performance-based billing in different client relationships. Royal Wealth Management does not identify as an active ESG investor and is not flagged as a multi-state adviser.