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
Royal Fund Management provides ongoing portfolio management based on client goals and risk tolerance. They also offer financial planning, financial consulting on held-away assets, and selection of other advisers. Pension consulting services are offered to employee benefit plans. They primarily use mutual funds, equities, bonds, and ETFs.
| 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.
1515 Buenos Aires Blvd, Lady Lake, FL, 32159