Top financial advisors in Rolling Hills Est, CA
We’ve curated a list of the best financial advisors in Rolling Hills Est, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$84,092,424
Number of advisors
1 advisors
| $84,092,424 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rolling Hills Est, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rolling Hills Est. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Royal Palms Capital, LLC
Royal Palms Capital LLC, a California-based investment management firm founded in 2005, offers customized investment supervisory and consulting services to various clients, including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm provides investment supervisory services on a discretionary basis, managing portfolios with a focus on equities, bonds, mutual funds, and other instruments. Investment consulting services are also offered, covering portfolio review, financial planning, and asset allocation analysis. RPC charges fees based on a percentage of assets under management, with a minimum account size of $100,000 for managed portfolios. The firm does not engage in performance-based fees or side-by-side management. RPC's investment strategies include long-term purchases, short-term purchases, trading, and short sales, tailored to clients' objectives and risk tolerance. The firm conducts security analysis using fundamental and technical methods and discloses potential risks associated with investing. RPC has a Code of Ethics in place to ensure integrity, competence, and ethical conduct, with a focus on avoiding conflicts of interest. The firm recommends using Schwab as a custodian and broker-dealer, with periodic reviews of client accounts and proxy voting conducted in the best interest of clients. RPC does not have any financial commitments that could impact its ability to meet obligations.
$84,092,424 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
THIRD PARTY MANAGERS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rolling Hills Est, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rolling Hills Est. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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