ANGELROYCE WEALTH ADVISORS, LLC
Founded in 2005, ANGELROYCE WEALTH ADVISORS, LLC is a financial advisory firm that specializes in helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Strives to build long-term relationships with clients
- Offers customized solutions based on client’s needs and risk tolerance
Facts and Insights
At ANGELROYCE WEALTH ADVISORS, LLC, the team of experienced financial advisors understands that each client’s financial situation is unique. Therefore, they offer personalized solutions tailored to their clients’ specific needs. The firm’s philosophy is centered around providing exceptional service, unbiased advice, and building long-term relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ANGELROYCE WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse group of clients, including high-net-worth individuals, families, and small business owners. Whether you are just starting your career or approaching retirement, ANGELROYCE WEALTH ADVISORS, LLC can help you create a customized financial plan to secure your financial future.
Fees & Compensation
ANGELROYCE WEALTH ADVISORS, LLC is a fee-based firm, which means they charge a percentage of the assets under management as their fee. This fee structure ensures that the firm’s interests are aligned with the clients’ interests, as their compensation is directly tied to the performance of the clients’ investments.
Background
The founder and Managing Director of ANGELROYCE WEALTH ADVISORS, LLC, Angel Royce, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has over 20 years of experience in the financial services industry. She leads a team of dedicated and experienced advisors who are committed to helping clients achieve their financial goals and objectives.
Financial Advisor Disclosures to Know
ANGELROYCE WEALTH ADVISORS, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). As part of their fiduciary duty, the firm is required to disclose any potential conflicts of interest to their clients. Clients can find all the necessary disclosures in the firm’s Form ADV, which is available on the SEC’s website.