Royalty Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Royalty Wealth Management serves a small book of individual and high‑net‑worth clients as well as trusts, estates and business entities, providing discretionary asset management, 401(k) managed accounts, selection of third‑party managers, and one‑off investment consulting and portfolio assessments. Its advisory services include ongoing portfolio monitoring, trade execution, and implementation of asset allocation and security selection recommendations.
The firm tailors portfolios to each client’s financial circumstances and risk tolerance, using quantitative optimization, technical analysis, third‑party research and software, and a mix of instruments that can include equities, fixed income, ETFs, options and private placements. It offers model strategies such as a dynamic allocation approach and an all‑cap global sleeve and uses a sub‑advised large‑cap growth strategy that applies a proprietary screening methodology; it also operates performance‑based account programs under discretionary authority for qualified clients.
What is distinctive relative to many supported peers is the firm’s use of performance‑based and contingency fee arrangements, with incentive calculations tied to net account gains and structured to require regulatory qualifications for participating clients — a practice that is relatively uncommon among firms in this category. The firm’s small scale, use of sub‑advisors and solicitor/referral arrangements, and availability of bespoke portfolio reviews further differentiate its operating model from larger supported advisors.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.10% $2,000,000.01 - $4,000,000: 0.85% $4,000,000.01 - $6,000,000: 0.75% $6,000,000.01+: 0.50%
$350 per hour
Annual management fee up to 1.00% plus performance incentive fee of 10%-20% of net gains; contingency fee 0.90% to 1.25% based on negotiated performance hurdles
Account minimum: $300,000 Minimum fee: $1,200 annual base fee plus asset charge
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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