Briley Baca is a CFP-designated registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 5 years of industry experience. Briley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Accounts managed with option strategies have a different fee schedule: $100,000 - $250,000: 2.00%, $250,001 - $500,000: 1.75%, $500,001 and Above: 1.50%. Fees are negotiable.
Fee Estimator
Location
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Briley is the Vice President/Insurance Agent at Advanced Financial Strategies, Inc., spending full-time hours there, and an Independent Licensed Insurance Agent focusing on Life & Medicare, dedicating a few hours per week. Briley is also the Founder of Baca Wealth Management LLC for income tax purposes only and the Treasurer for Weatherford Rotary Club, spending minimal time on it.
Employment History
Current Registrations
Royal Fund Management, LLC
State Registrations2 states
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