Royal Fund Management provides ongoing investment management based on your goals and risk tolerance. They create a plan to select a portfolio that fits your specific situation. RFM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They also provide advice on investments held elsewhere, like variable annuities. RFM may recommend third-party money managers and monitor their performance.
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.