A complete list of active advisors currently associated with Royal Wealth Management
Warmer can help you find a great advisor at Royal Wealth Management or one who fits your needs even better.
Royal Wealth Management serves individual and high‑net‑worth clients as well as retirement plans, trusts, estates and business entities, managing roughly $36.45 million for about 124 clients through two advisors. The firm offers discretionary and non‑discretionary portfolio management, goals‑based financial planning, retirement benefits consulting, and distributes annuities and other insurance products through an affiliated insurance agency. The firm combines strategic and tactical investment management with goals‑based planning delivered via AdvisorEngine and a behavioral‑economics risk‑profiling tool, and it constructs portfolios using a range of instruments that can include ETFs, leveraged/inverse funds, options, private placements and annuities. Royal Wealth also provides a market‑timing subscription delivered through a newsletter and client portal, runs educational seminars and workshops, and will consider performance‑based fee arrangements for qualified clients. Distinctive features disclosed in the brochure include a market‑timing newsletter/subscription offering, periodic client publications, and subadvisory arrangements for third‑party advisors — services that are less common among peers. The firm also discloses past regulatory settlements from 2012–2013 that resulted in oversight requirements, and it notes potential conflicts related to insurance commissions and solicitor fee‑splits, along with custodial relationships that yield third‑party economic benefits.
To learn more about the advisors currently working at Royal Wealth Management, 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 |
|---|---|---|
Chesapeake, VA
| 21
| |
Chesapeake, VA
| 17
|
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