Royal Fund Management, Llc
Lady Lake, Florida
4.2
9 Reviews
Royal Fund Management, LLC, based out of Lady Lake, FL, is a prominent regional investment advisory firm with a robust presence in the financial industry. With over 6,360 individual clients and an impressive $1,084,036,000 in assets under management, they have established themselves as a trusted partner for wealth management services. The firm operates through 84 offices strategically located to provide personalized support and guidance to their diverse clientele.
Royal Fund Management, LLC specializes in managing assets derived from employer 401Ks and individual investors, possessing extensive experience in this domain. A notabl...
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Assets Under Mgmt
$1.08B
Investment Professionals
85
Locations
83
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: SUB-ADVISOR TO OTHER ADVISERS
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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