Advisor at Royale Investment Advisor LLC
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Firm
Royale Investment Advisor LLC
Location
Lake Mathews, CA 92570
Credentials
Series 63, Series 65
Industry experience
19 years
Allen Drake is the sole advisor at Royale Investment Advisor LLC, an independent firm based in Lake Mathews, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Royale in 2006, he has worked at UPS since 1988. In addition to advisory services, he sells life, health, and disability insurance to support clients' financial plans. Royale Investment Advisor LLC provides asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach while maintaining flexibility for shorter-term trades and manages most assets on a non-discretionary basis, requiring client approval for transactions.
Based on Royale Investment Advisor LLC
Flat fees for financial planning and consulting; retainer up to $500 required
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
$125 to $150 per hour for financial planning and consulting
Account minimum: $50,000 Minimum fee: Annual flat fee of $495 per year for accounts less than $50,000 Fee-only: Hourly fees ranging from $125 to $150; flat fees for financial planning and consulting services
15610 Ranchito Drive
Lake Mathews, CA 92570
California
Royale Investment Advisor LLC
2006 - Present (20 years)
Ups
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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