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CFP
RS
CFP

Robin Slaughter

Royal Fund Management, LLC
41 Years of Experience
Lady Lake, FL
2 Disclosures
View SEC Summary
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Robin Slaughter is a CFP-designated registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 41 years of industry experience. Robin 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.

Royal Fund Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
4,966 clients
Average Client Portfolio
$314K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $1.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1515 Buenos Aires Blvd, Lady Lake, FL, 32159

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2011
Final
Employment Separation After Allegations
July 2004
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Royal Fund Management, LLC
January 2026 - Present · 3 mos
Previous Registrations
Center Street Advisors, INC.
March 2022 - August 2023 · 1 yr 5 mos
Alphastar Capital Management, LLC
December 2021 - February 2022 · 2 mos
Maximum Advisory
November 2018 - October 2021 · 2 yrs 11 mos
First Heartland Consultants, INC.
October 2015 - November 2018 · 3 yrs 1 mo
First Heartland Capital, INC.Broker
October 2015 - November 2018 · 3 yrs 1 mo
Kovack Advisors, INC.
January 2015 - October 2015 · 9 mos
Kovack Securities INC.Broker
October 2014 - October 2015 · 1 yr
Resource Horizons Investment Advisory, INC.
November 2013 - December 2014 · 1 yr 1 mo
Resource Horizons Group LLCBroker
November 2013 - October 2014 · 11 mos
Ing Financial Partners, INC
January 2012 - November 2013 · 1 yr 10 mos
Ing Financial Partners, INC.Broker
November 2011 - November 2013 · 2 yrs
NFP Securities, INC.
September 2008 - November 2011 · 3 yrs 2 mos
NFP Securities, INC.Broker
September 2008 - November 2011 · 3 yrs 2 mos
Capital Investment Group, INC.Broker
August 2004 - September 2008 · 4 yrs 1 mo
Cic Advisers, LLC
August 2004 - September 2008 · 4 yrs 1 mo
Jefferson Pilot Securities CORP
December 2001 - July 2004 · 2 yrs 7 mos
Jefferson Pilot Securities CorporationBroker
September 2001 - July 2004 · 2 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
August 1996 - October 2001 · 5 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
October 1995 - October 2001 · 6 yrs
Jefferson-Pilot Investor Services, INC.Broker
February 1995 - August 1996 · 1 yr 6 mos
W. S. Griffith & CO., INC.Broker
August 1994 - February 1995 · 6 mos
W. S. Griffith & CO., INC.Broker
January 1986 - February 1995 · 9 yrs 1 mo
Home Life Insurance CompanyBroker
January 1986 - October 1992 · 6 yrs 9 mos
Sentra Securities CorporationBroker
May 1984 - January 1986 · 1 yr 8 mos
Hi Securities, INC.Broker
March 1983 - May 1984 · 1 yr 2 mos
Investors Brokerage Services, INC.Broker
August 1982 - June 1983 · 10 mos
Home Life Equity Sales CORP.Broker
June 1982 - October 1983 · 1 yr 4 mos
Home Life Insurance CompanyBroker
June 1982 - October 1983 · 1 yr 4 mos
State Registrations1 state
NC
Advisor

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.

Exams
No exam information available for this advisor.
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