At Royal Wealth Management, our firm is dedicated to making a difference in the lives of our clients. We do this by offering a customized suite of powerful tactical strategies that is driven by our unique methodology. You can tap into our resources to assemble a portfolio that meets your specific needs and helps you achieve your investment goals.

Based on more than 20 years of investing experience, our firm strives to build reliable, versatile, and efficient portfolios. Whether you want to maximize your returns or safeguard your savings by reducing risk, our firm has a tactical strategy that fits your needs.

Expertise

Royal Wealth Management is a risk management firm delivering perspective and direction in an ever-changing investment landscape. Our fundamental differences are the approach, methodology, and computer technology deployed by our firm that gives us a potential competitive advantage. Our firm doesn't rely on the old way of investing called "Buy, Hold, & Pray." Royal Wealth Management strives to:

 

  • Produce a positive return greater than the market in positive years
  • Produce a positive return when the market is negative
  • Lower 'RISK' of the portfolio

 

  • Use technology to keep clients informed and well-educated
  • Provide weekly updates on portfolio perfomance
  • Become your private 'CFO'

What Others Are Saying

Click below for a list of referrals.

Fee Structure Options

Assest Based Fee:
Up to 1.95% of the Account Value per year
Performance Based Fee:
Up to 20% of the profits per year

Hypothetical Performance

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From growing wealth to enjoying your retirement, Royal Wealth Management has unique money management strategies that will make the most out of your time and money.

Important Disclosure

 

 

 

 

From growing wealth to enjoying your retirement, Royal Wealth Management has unique money management strategies that will make the most out of your time and money.

Important Disclosure

 

 

 

 

From growing wealth to enjoying your retirement, Royal Wealth Management has unique money management strategies that will make the most out of your time and money.

Important Disclosure

Frequently Asked Questions

 

What is the minimum amount to open an account?

Royal Wealth Management doesn't have an account minimum. Our firm prides itself on being able to help individuals no matter where they are in the financial path. This is made possible because of the immensely sophisticated technology in which Royal Wealth Management was built around.

 

Can I change fee schedules at anytime?

Royal Wealth Management gives you the ability to change fee schedules whenever you like. Our firm likes to give our customers the most flexibility possible. *(Restrictions do apply as to who can use our Performance Based Fee Schedule that is imposed by regulatory bodies.)

 

How often will I hear from you regarding my account?

Royal Wealth Management values communication and education. Our processes are setup to reach out to each one of our customers at a minimum of once per week.

 

Is this account actively traded?

Yes. Here at Royal Wealth Management our firm believes that actively traded accounts perform better than the traditional 'Buy, Hold, & Pray' methods of the past. Whether our firm trades one time or thousands of times the cost to the client is the same.

 

Does the money stay in my account or mingled with all the other investors?

The money stays in each client's name. Our firm does not mingle clients' funds together. Royal Wealth Management is extremely transparent.

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