Royal Harbor Partners, LLC
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Overview
Royal Harbor Partners, LLC is an advisory company headquartered in Houston, Texas. The firm has $219.1 million in assets across 544 customer accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The company has a small group, including 5 financial advisors. Royal Harbor Partners, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like options, bonds and equities.
Royal Harbor Partners, LLC administers the majority of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments for the client's account without requiring the client's authorization. It also manages 152 non-discretionary accounts totaling $52.8 million in assets. The advisory firm supervises roughly $402,847 in assets for every client account. The average financial advisor at Royal Harbor Partners, LLC administers about 109 client accounts.
The company's central office is at 12000 Aerospace Avenue, Houston, Texas 77034. Royal Harbor Partners, LLC is permitted to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Royal Harbor Partners, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$219.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
544
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$402.8 thousand
Products and Services
Financial services provided by Royal Harbor Partners, LLC include financial planning services and portfolio management for individuals and small businesses. In the last financial year, the firm provided 101-250 of its customers with financial planning services. It does not sell products or offer services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually vary depending on the financial services offered. Fees charged by the firm can consist of the following fee structures: asset-based, hourly or fixed. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Royal Harbor Partners, LLC caters to retail investors and high net worth investors. Out of its 544 customers, Royal Harbor Partners, LLC's biggest client by number of accounts is retail investors, although it also caters to 76 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 41.08%
- Other Individuals - 58.92%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Royal Harbor Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Royal Harbor Partners, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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