A complete list of active advisors currently associated with Royal Palms Capital, LLC
Warmer can help you find a great advisor at Royal Palms Capital, LLC or one who fits your needs even better.
Royal Palms Capital provides customized investment supervisory and consulting services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services described in the brochure include discretionary portfolio management, financial planning and estate‑plan analysis, portfolio reviews, third‑party manager oversight, and implementation through equities, bonds, mutual funds, ETFs, separate managed accounts and fixed‑income strategies. The firm employs both fundamental and technical analysis and implements a range of strategies (long‑term, short‑term, trading and short sales) tailored to each client’s investment policy statement and risk tolerance, with ongoing monitoring and portfolio adjustments such as rebalancing, tax‑loss harvesting, and sector weighting changes. It manages primarily discretionary accounts, maintains model portfolios and formal blackout periods to limit personal trading conflicts, and may recommend third‑party separate managers or fixed‑income‑only mandates when appropriate. Noteworthy features in the brochure include managing roughly $124 million across about 87 client relationships while operating with a small advisory team and generally applying a $1,000,000 account minimum that can be met by household aggregation or waived in certain referral cases. The firm discloses that its principal is licensed to sell insurance (which can produce commission‑based compensation) and that it recommends an institutional custodian that provides research, technology and other services (including soft‑dollar benefits); those arrangements are identified as potential conflicts of interest and are addressed in its policies.
To learn more about the advisors currently working at Royal Palms Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Whitefish, MT
| 42
|
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