Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
6,173 clients
Average Client Portfolio
$212K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K2.00%
$100K - $1.0M1.50%
$1M+1.25%

Certain existing clients may be billed under a different fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7210 State Street, Suite 102, Rockford, IL, 61108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Royal Fund Management, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Rick Wang Financial, LLC
May 2015 - October 2016 · 1 yr 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Chuanqi Wang - Financial Advisor | TrueAdvisor