Royal Fund Management, LLC
Assets Under Management
$1.3B
Number of Clients
6,173
Number of Advisors
82
Average Client AUM
$212K
AUM per Advisor
$15.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Royal Fund Management provides ongoing portfolio management based on client goals, financial planning, and financial consulting services for held-away assets. They also offer pension consulting services to employee benefit plans. Investment advice is limited to specific types of investments. They use Pontera for discretionary management of held-away assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule. An additional 0.25% is charged for the Dividend Enhancement Overlay Strategy.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table for rates). Certain existing clients may be billed under a different fee schedule. There is an additional 0.25% charge for the Dividend Enhancement Overlay Strategy. Financial planning fees are fixed ($250 to $10,000) or hourly ($250/hour), depending on complexity. Fees are negotiable. The minimum fee for financial consulting services for held away assets is $120 per year. The minimum fee for participant account management is $120 per year paid monthly. There is no account minimum for standard portfolio management, but the minimum investment for the options strategy is $100,000.
Areas of Practice
Location
1515 Buenos Aires Blvd, Lady Lake, FL, 32159