Kevin Wingert
Kevin Wingert is a registered investment advisor at Royal Fund Management, LLC, based in Urbandale, IA, with 15 years of industry experience. Kevin 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Fee Estimator
Location
7177 Hickman Road, Suite 4, Urbandale, IA, 50322
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is the President of American Retirement Systems, LLC and President & Insurance Agent of American Retirement Planning, LLC. He also owns American Retirement Health, LLC (Medicare supplement insurance agency, spending minimal time) and American Retirement Education LLC (Financial Education Classes, Insurance and Investments, spending no time). Kevin and his wife also own Wingert Farms.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
American Elite Retirement
State Registrations1 state
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.