Royal Asset Managers fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“After presentation 30 minutes of complimentary discussion for additional Q & A is offered. 3) Investment Consulting Services - This service is provided as part of a consulting agreement and is offered at an hourly rate of $300.”

Flat or project fee

$3,250

“If a client who doesn’t maintain a portfolio with Royal Asset Managers wishes to purchase financial planning services a minimum of $3,250 is charged.”

Annual fee

$500/yr

“For every account in excess of two within a client relationship the Advisor retains the right to charge an additional $500.00 annually for all accounts over the initial two accounts.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Royal Asset Managers bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If a client prefers to pay for services by check then a premium of .001 or 10 basis points will be assessed on top of the regular fee schedule.”
• “Fees are invoiced after completion of consulting advice or when written reports are submitted.”
• “Time billed will be rounded to the quarter hour.”

How Royal Asset Managers’ fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 2 other planners in St. Charles that publish an hourly rate charge less.
• Its flat or project fee of $3,250 is below the Illinois median of $4,500. 37% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in St. Charles that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Illinois median of $7,500. None of the 77 other Illinois planners that publish an annual fee charge less.

About Royal Asset Managers

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$2,000 minimum fee (stated in brochure)

Clients

41

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and newsletters and publications

Assets managed

$79,750,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

128340

Website

royalassetmanagers.com (opens in new tab)

Phone

(630) 587-1250

Other planners in St. Charles that publish fees

• Chicago Investment Advisory Council, Inc.St. Charles$150⁠-⁠$250/hr, $100⁠-⁠$2,500
• KRM Financial Planning & Wealth Management, LLCSt. Charles$250/hr, $1,500⁠-⁠$50,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 7 planners in St. Charles