Royal Asset Managers

Overview

Royal Asset Managers is an independent registered investment adviser operating as a limited liability company that serves wealthy individuals, families and some institutional clients. The firm’s portfolio posture is equity‑first: exchange‑traded equities and ETFs are the dominant building blocks of client portfolios, supplemented where appropriate with mutual funds and third‑party alternative funds. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting and the publication of periodic investment commentary. The firm charges a mix of percentage‑of‑AUM fees and non‑asset fees (hourly and fixed), which supports both ongoing portfolio management relationships and one‑off planning or consulting engagements. Royal Asset Managers does not identify as an active ESG investor and is not positioned as a multi‑state adviser or capital allocator; its operating model is a focused, equity‑oriented RIA providing bespoke management and advice to a relatively small client base.

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Location & Offices