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These Terms of Use govern access to and use of royceadvisors.com. They apply to the website itself and do not replace any separate engagement or advisory agreement for professional services.
By accessing or using royceadvisors.com, you agree to these Terms of Use and our Privacy Policy. If you do not agree, please do not use the website.
Royce Advisors is a shared marketing name used by Royce Advisors LLC and Royce Wealth Management LLC. Royce Advisors LLC provides tax and accounting services. Royce Wealth Management LLC provides investment advisory and wealth management services and is registered with the California Department of Financial Protection and Innovation.
The particular legal entity providing professional services will be identified in the applicable engagement letter, investment advisory agreement, or other client agreement.
The website is provided for general informational and educational purposes. Content on the website does not constitute personalized tax, accounting, legal, financial, or investment advice and should not be relied upon as a substitute for advice based on your individual facts and circumstances.
Tax laws, financial markets, regulations, and individual circumstances change. You should consult appropriate qualified professionals before acting on information found on this website.
Visiting the website, sending an email, submitting an inquiry, or scheduling a discovery call does not by itself create an accountant-client, tax professional-client, investment adviser-client, fiduciary, attorney-client, or other professional relationship.
A professional relationship begins only when the applicable Royce entity and the client enter into a written agreement or engagement governing the services to be provided.
Tax, accounting, financial planning, investment advisory, and other professional services may be subject to separate engagement letters, investment advisory agreements, disclosures, privacy notices, fee schedules, policies, and other terms. If these Terms of Use conflict with a signed client agreement concerning professional services, the signed client agreement controls with respect to those services.
Nothing on the website is an offer to buy or sell a security or a recommendation of any security, investment strategy, or portfolio allocation to any particular person. Investment decisions involve risk, including possible loss of principal. Past performance does not guarantee future results.
Registration of an investment adviser does not imply a particular level of skill or training.
Tax and accounting content on the website is general in nature. Tax results depend on individual facts, elections, documentation, timing, applicable law, and other circumstances. Nothing on the website guarantees a particular tax outcome, savings amount, refund, deduction, credit, or treatment.
We aim to provide accurate and useful information, but we do not represent that all website content is complete, current, or free from errors. We may modify, remove, correct, or update website content, services, descriptions, fees, availability, and these Terms of Use at any time.
The website may contain links to, embeds from, or integrations with third-party services, including scheduling tools. Third-party services are provided under their own terms and privacy practices. Royce Advisors does not control and is not responsible for third-party websites, services, content, availability, or security.
Unless otherwise indicated, the website and its text, graphics, design, branding, logos, layout, and other original content are owned by or licensed to the applicable Royce entity and are protected by applicable intellectual property laws.
You may view and use the website for lawful personal or internal business purposes. You may not reproduce, republish, distribute, sell, modify, scrape, exploit, or use website content for commercial purposes without prior written permission, except as permitted by law.
You may not use the website to:
To the fullest extent permitted by law, the website and its content are provided on an “as is” and “as available” basis without warranties of any kind, express or implied. We do not guarantee uninterrupted access, error-free operation, or that the website will meet your particular needs.
This website disclaimer does not alter any obligations that may apply under a signed client agreement or applicable professional, fiduciary, securities, tax, or other law.
To the fullest extent permitted by law, Royce Advisors LLC, Royce Wealth Management LLC, and their owners, officers, employees, and agents will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising solely from access to or use of the public website or reliance on general website content.
This limitation does not apply to liability that cannot lawfully be limited and does not modify the duties, standards of care, remedies, or liability provisions that may apply under a separate professional-services agreement or applicable law.
Your use of the website is also subject to our Privacy Policy.
These Terms of Use are governed by the laws of the State of California, without regard to conflict-of-law principles, except to the extent federal law applies.
We may update these Terms of Use from time to time. The “Last Updated” date above indicates the most recent revision. Continued use of the website after updated terms are posted constitutes acceptance of the revised Terms of Use.
Questions regarding these Terms of Use may be directed to:
Royce Advisors
4275 Executive Square, Suite 200
La Jolla, CA 92037
619-732-6303
info@royceadvisors.com