Royal Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Royal Wealth Management provides fee-based investment advisory and financial planning services to a broad client base that includes individuals, families, high-net-worth clients, trusts, estates, business owners, businesses, foundations, charitable organizations, and other institutional clients. The firm was organized in mid‑2026 as an independent adviser and offers services such as investment management, retirement and financial planning, portfolio construction and optimization, strategic financial advisory, and family office services, and currently reports no assets under management.
The firm describes a holistic, tax-aware approach that tailors recommendations to each client’s overall financial picture — including cash flow, taxes, business interests, estate planning, and risk tolerance — and employs a range of analytical methods (fundamental, technical, economic, quantitative) and strategies (strategic asset allocation, tactical adjustments, options strategies, tax-efficient techniques). Royal Wealth Management offers both discretionary and non‑discretionary engagement options and documents client communications and reviews in writing, with formal reviews at least annually and additional reviews triggered by material life or market events.
Notable features that distinguish the firm from many independent peers include its common ownership with an affiliated accounting and tax services entity, Ameti Global Financial Services LLC, which the brochure says can be coordinated alongside advisory work without referral fees; its stated willingness to serve institutional clients; and its family office service offering that explicitly lists family governance and education alongside recurring fixed‑fee arrangements. The firm also emphasizes providing periodic written portfolio and planning reports and other client communications, which the brochure identifies as part of its client service model.
Client services
Expertise
Fee options
Fixed fees generally range from $2,500 to $5,000 depending on scope and complexity; Family Office Services fees are recurring fixed fees
1.00% annually
Hourly fees generally range from $250 to $500 per hour
Family Office Services generally provided under recurring fixed fee arrangement
Fee-only: Hourly fees generally range from $250 to $500 per hour; Fixed fees generally range from $2,500 to $5,000 depending on scope and complexity; Family Office Services under recurring fixed fee arrangement
Main office
Dearborn MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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