Royal Fund Management

Wealth Management Firm in Sumter County, FL

Firm Info
Address: 1515 Buenos Aires Blvd, The Villages, FL 32159, USA
Phone: (352) 750-1637

Firm Size
Assets Under Management: $1.1 billion
# of Advisors: 83
# of Clients: 9,443
Client to Advisor Ratio: 114:1
Average Account Size: $117,403
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Royal Fund Management, LLC Overview

Royal Fund Management, LLC is a registered investment advisory firm that provides investment advice only to its clients. Based in Lady Lake, Florida, the firm has been operating since 2013 and follows a fee-only fee arrangement. As a fee-only firm, the firm does not receive commissions or any other compensation for financial products recommended to its clients. The firm offers a range of services, including financial planning, portfolio management for individuals, and small businesses. Royal Fund Management also helps clients select other advisors and offers other services as a sub-advisor to other advisers. Additionally, the firm provides assistance with investment planning to help clients make informed decisions about investments that align with their financial objectives. Royal Fund Management, LLC prides itself on its commitment to providing clients with personalized attention and tailored investment strategies to meet their individual financial goals. The firm's experienced team of advisors is dedicated to helping clients achieve their long-term financial objectives through sound investment advice and prudent portfolio management.

ROYAL FUND MANAGEMENT, LLC is a prestigious financial institution that offers a range of services to an array of clients. Their clients span from individuals, high net worth individuals, and other types of corporations not mentioned. They have a diverse portfolio of clients who all trust them with their financial investments and management. When it comes to fees charged by ROYAL FUND MANAGEMENT, LLC, several fee structures are available, depending on the service provided. Clients can choose between an hourly fee, fixed fees, or percentage of AUM. The percentage of AUM fee structure allows clients to be charged a percentage of their assets under management, whereas fixed and hourly fees allow clients to pay a flat fee for the services provided. Depending on the type of service required, different fee structures may be more economical for clients. ROYAL FUND MANAGEMENT, LLC prides itself on providing transparent and clear fee structures to their clients so that they can make informed decisions on their investments.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Royal Fund Management, LLC indicates that there is no account minimum for standard portfolio management. However, for their options strategy, the minimum investment will be $100,000.

How This Office Can Help Sumter County, FL Residents

Royal Fund Management provides a variety of financial planning services to clients in Sumter County, FL. With its team of experienced financial advisors, Royal Fund Management assists clients in developing a comprehensive financial plan that is tailored to their needs and goals. This includes everything from retirement planning and investment management to tax planning and estate planning. As a retiree-heavy community, Sumter County faces unique financial challenges. With many living on fixed incomes, it is essential to have a solid financial plan in place to avoid running out of money in retirement. Royal Fund Management helps clients navigate the complexities of Social Security, Medicare, and other retirement benefits to maximize their income and minimize their expenses. Additionally, the team helps clients manage their investments to achieve their financial goals while protecting their assets. Through careful planning and ongoing management, Royal Fund Management helps clients in Sumter County secure their financial future.

To view the Minimum Investment and Fee Schedule for Royal Fund Management, LLC, visit their Part 2 Brochure.

Services Offered by Royal Fund Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Royal Fund Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1515 Buenos Aires Blvd, The Villages, FL 32159, USA
Phone (352) 750-1637
Directions
Google My Business Reviews:
3 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 1515 BUENOS AIRES BLVD, LADY LAKE, FL 32159, United States

This firm has no other locations.

State Registrations

Royal Fund Management, LLC is registered to service clients in the following states:

  • Alabama
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Royal Fund Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.