Viceroy Investment Advisors offers investment management and financial advice to individuals and related entities. Services include managing investments, monitoring assets, providing portfolio reports, and consulting on financial topics like insurance, estate planning, retirement, and taxes. Viceroy considers client objectives, investment opportunities, and portfolio needs when making recommendations.
Assets Under Management$28M
Clients23
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$28M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees for ongoing services are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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