Wrapp this div in <div class="content"
Facts and Insights
ROYAL & ASSOCIATES, INC. is a reputable financial advisory firm that has been in business for over 20 years. They have built a strong reputation for providing expert financial advice and guidance to their clients. The firm has a team of experienced advisors who are committed to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
These numbers demonstrate the firm’s success and stability in managing clients’ assets and the expertise of their team.
Financial Services Offered
ROYAL & ASSOCIATES, INC. offers a wide range of financial services to their clients. These include investment management, retirement planning, tax planning, estate planning, and insurance services. The firm takes a comprehensive approach to help clients manage all aspects of their finances and achieve their financial goals.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and small businesses. They understand that every client has unique financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
ROYAL & ASSOCIATES, INC. operates on a fee-only compensation structure. This means that they do not earn commissions from the products or services they recommend to their clients. Instead, they charge a percentage fee based on the assets they manage. This fee structure ensures that their advisors are always acting in their clients’ best interests and not influenced by potential commissions.
Background
The firm was founded by John Royal, a highly experienced financial advisor with over 30 years of experience in the industry. He built the firm on the core principles of integrity, transparency, and putting clients’ needs first. These principles continue to guide the firm’s operations and have been a key factor in their success.
Financial Advisor Disclosures to Know
ROYAL & ASSOCIATES, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As required by law, the firm discloses any potential conflicts of interest, fees, and other important information in their Form ADV. They also have a Code of Ethics that all advisors must abide by, ensuring their clients receive ethical and unbiased advice at all times.
How does the advisor help clients – Key Takeaways:
In summary, ROYAL & ASSOCIATES, INC. is a reputable and experienced financial advisory firm that caters to a diverse range of clients. They offer a comprehensive range of financial services, operate on a fee-only compensation structure, and have a strong commitment to ethical and transparent practices. With their expert guidance, clients can feel confident in their financial decisions and have peace of mind knowing their finances are in good hands.