Royce Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Royce Wealth Management LLC provides fee‑only investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non‑discretionary investment supervisory services, financial plans tailored to client circumstances, and may recommend third‑party managers; the brochure notes the firm had not yet begun managing client assets as of its filing.
The firm constructs portfolios from individual equities, fixed income, ETFs, mutual funds, money market funds and, for qualified clients, alternative investments, using both fundamental and technical analysis with a long‑term orientation and tactical adjustments as warranted. Royce charges asset‑based advisory fees common to independent advisors and discloses that margined assets are included in fee calculations; it also recommends Altruist as its custodian and receives institutional platform, technology, and operational benefits from that relationship.
Royce’s profile is notable for its affiliation with accounting services: the managing member is a licensed CPA who is employed full‑time at a separate accounting firm and also owns Royce Advisors, which may offer accounting services to clients (clients are not required to use those services and the relationship is disclosed as a potential conflict). The firm is not a solo practitioner (it lists two owners), maintains no account minimum, and provides fixed‑fee financial planning alongside its asset‑based advisory services, which differentiates its operational setup from many small independents.
Client services
Expertise
Fee options
Financial planning fixed fees range from $1,500 to $6,000.
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001+: 0.60% annually
Minimum fee: Financial planning fixed fees generally range from $1,500 to $6,000 with 50% retainer due upfront Fee-only: Firm provides fee-only investment advisory services; no commissions received.
Main office
1401 21st Street, Ste R
Sacramento CA 95811
Advisors at this office
1
Most active in
California
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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