Charles Triana is a registered investment advisor at Royal Fund Management, LLC, based in Roseville, CA, with 2 years of industry experience. Charles 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
Roseville, CA
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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
Charles is an independent licensed insurance agent since 2016, selling life insurance and annuities. This activity takes a substantial amount of time, about 40 hours per month, or about a quarter of his time.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
Royal Fund Management, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Bankers Life Securities, INC.Broker
Bankers Life Advisory Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.